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 | $323,153 | $209,832+54.0% | $189,513+70.5% | $167,490+92.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.72% | 748.27%-738.5pp | 555.15%-545.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,197 | $6,914-68.2% | $6,162-64.3% | $4,837-54.6% |
| Participant deferral / active EE | $10,575 | $8,935+18.4% | $8,221+28.6% | $6,341+66.8% |
| Admin fee / account holder | $5,295 | $14,293-63.0% | $12,045-56.0% | $12,309-57.0% |