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 | $297,714 | $183,519+62.2% | $155,509+91.4% | $145,922+104.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,225 | $5,313+17.2% | $4,672+33.2% | $4,660+33.6% |
| Participant deferral / active EE | $8,943 | $6,462+38.4% | $5,626+59.0% | $6,688+33.7% |
| Admin fee / account holder | $19,836 | $19,313+2.7% | $15,912+24.7% | $13,397+48.1% |