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 | $339,937 | $209,832+62.0% | $189,513+79.4% | $167,490+103.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,107 | $6,914-40.6% | $6,162-33.3% | $4,837-15.1% |
| Participant deferral / active EE | $38,824 | $8,935+334.5% | $8,221+372.2% | $6,341+512.2% |
| Admin fee / account holder | $33,938 | $14,293+137.4% | $12,045+181.8% | $12,309+175.7% |