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 | $289,875 | $202,432+43.2% | $169,368+71.2% | $139,434+107.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.78% | 531.74%-513.0pp | 405.60%-386.8pp | 372.94%-354.2pp |
| Employer contribution / active EE | $14,335 | $4,692+205.5% | $4,013+257.2% | $4,751+201.7% |
| Participant deferral / active EE | $9,283 | $6,938+33.8% | $6,221+49.2% | $6,710+38.3% |
| Admin fee / account holder | $6,346 | $10,708-40.7% | $9,003-29.5% | $11,403-44.3% |