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 | $273,608 | $217,402+25.9% | $185,823+47.2% | $167,490+63.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.24% | 148.36%-119.1pp | 122.05%-92.8pp | 478.56%-449.3pp |
| Employer contribution / active EE | $11,052 | $5,873+88.2% | $5,167+113.9% | $4,837+128.5% |
| Participant deferral / active EE | $7,631 | $6,356+20.1% | $5,568+37.1% | $6,341+20.3% |
| Admin fee / account holder | $8,328 | $19,811-58.0% | $16,237-48.7% | $12,309-32.3% |