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 | $303,347 | $183,519+65.3% | $155,509+95.1% | $145,922+107.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.36% | 61.17%-33.8pp | 64.67%-37.3pp | 561.29%-533.9pp |
| Employer contribution / active EE | $12,500 | $5,313+135.3% | $4,672+167.5% | $4,660+168.3% |
| Participant deferral / active EE | $3,486 | $6,462-46.1% | $5,626-38.0% | $6,688-47.9% |
| Admin fee / account holder | $14,517 | $19,313-24.8% | $15,912-8.8% | $13,397+8.4% |