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 | $298,165 | $159,602+86.8% | $150,045+98.7% | $142,382+109.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.19% | 70.24%-55.0pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,360 | $4,961+8.0% | $4,693+14.2% | $4,299+24.7% |
| Participant deferral / active EE | $17,990 | $8,310+116.5% | $7,997+125.0% | $6,507+176.5% |
| Admin fee / account holder | $221,361 | $14,846+1391.0% | $13,435+1547.7% | $12,624+1653.5% |