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 | $320,222 | $183,592+74.4% | $155,567+105.8% | $145,959+119.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,071 | $5,315-79.9% | $4,674-77.1% | $4,661-77.0% |
| Participant deferral / active EE | $6,214 | $6,464-3.9% | $5,628+10.4% | $6,689-7.1% |
| Admin fee / account holder | $18,302 | $19,318-5.3% | $15,916+15.0% | $13,398+36.6% |