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 | $285,284 | $210,648+35.4% | $177,989+60.3% | $145,922+95.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 14.19% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,733 | $4,565-18.2% | $3,949-5.5% | $4,660-19.9% |
| Participant deferral / active EE | $22,130 | $6,958+218.1% | $6,276+252.6% | $6,688+230.9% |
| Admin fee / account holder | $230,707 | $12,013+1820.5% | $10,363+2126.2% | $13,397+1622.1% |