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 | $301,145 | $159,901+88.3% | $146,958+104.9% | $145,922+106.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.63% | 98.13%-71.5pp | 418.34%-391.7pp | 561.29%-534.7pp |
| Employer contribution / active EE | $2,950 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $14,750 | $8,428+75.0% | $8,070+82.8% | $6,688+120.6% |
| Admin fee / account holder | $1,886 | $15,044-87.5% | $12,998-85.5% | $13,397-85.9% |