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 | $272,580 | $159,901+70.5% | $146,958+85.5% | $145,922+86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.05% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $6,425 | $5,286+21.5% | $4,933+30.2% | $4,660+37.9% |
| Participant deferral / active EE | $16,987 | $8,428+101.5% | $8,070+110.5% | $6,688+154.0% |
| Admin fee / account holder | $18,864 | $15,044+25.4% | $12,998+45.1% | $13,397+40.8% |