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 | $283,083 | $183,519+54.3% | $155,509+82.0% | $145,922+94.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.62% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.7pp |
| Employer contribution / active EE | $4,896 | $5,313-7.8% | $4,672+4.8% | $4,660+5.1% |
| Participant deferral / active EE | $9,064 | $6,462+40.3% | $5,626+61.1% | $6,688+35.5% |
| Admin fee / account holder | $668 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |