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 | $252,904 | $124,185+103.7% | $108,410+133.3% | $167,490+51.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.55% | 1379.64%-1369.1pp | 905.27%-894.7pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,369 | $4,187+4.4% | $3,558+22.8% | $4,837-9.7% |
| Participant deferral / active EE | $14,275 | $6,908+106.6% | $6,563+117.5% | $6,341+125.1% |
| Admin fee / account holder | $2,504 | $9,455-73.5% | $7,295-65.7% | $12,309-79.7% |