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 | $272,821 | $209,832+30.0% | $189,513+44.0% | $167,490+62.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.85% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,069 | $6,914+16.7% | $6,162+31.0% | $4,837+66.8% |
| Participant deferral / active EE | $21,125 | $8,935+136.4% | $8,221+157.0% | $6,341+233.1% |
| Admin fee / account holder | $117,921 | $14,293+725.0% | $12,045+879.0% | $12,309+858.0% |