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 | $266,116 | $159,901+66.4% | $146,958+81.1% | $145,922+82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,763 | $5,286+46.9% | $4,933+57.4% | $4,660+66.6% |
| Participant deferral / active EE | $12,416 | $8,428+47.3% | $8,070+53.9% | $6,688+85.7% |
| Admin fee / account holder | $4,541 | $15,044-69.8% | $12,998-65.1% | $13,397-66.1% |