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 | $316,653 | $209,832+50.9% | $189,513+67.1% | $167,490+89.1% |
| Participation rate | 70.8% | 88.7%-17.8pp | 87.8%-17.0pp | 82.1%-11.3pp |
| Annual return | 25.56% | 748.27%-722.7pp | 555.15%-529.6pp | 478.56%-453.0pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,462 | $8,935+39.5% | $8,221+51.6% | $6,341+96.5% |
| Admin fee / account holder | $19,849 | $14,293+38.9% | $12,045+64.8% | $12,309+61.3% |