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 | $255,022 | $159,901+59.5% | $146,958+73.5% | $145,922+74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.55% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $12,341 | $5,286+133.5% | $4,933+150.2% | $4,660+164.9% |
| Participant deferral / active EE | $8,314 | $8,428-1.4% | $8,070+3.0% | $6,688+24.3% |
| Admin fee / account holder | $6,517 | $15,044-56.7% | $12,998-49.9% | $13,397-51.4% |