See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,238 | $159,901+237.9% | $146,958+267.6% | $145,922+270.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,927 | $5,286-44.6% | $4,933-40.7% | $4,660-37.2% |
| Participant deferral / active EE | $17,044 | $8,428+102.2% | $8,070+111.2% | $6,688+154.9% |
| Admin fee / account holder | $84,072 | $15,044+458.8% | $12,998+546.8% | $13,397+527.5% |