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 | $256,679 | $209,832+22.3% | $189,513+35.4% | $167,490+53.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.56% | 748.27%-731.7pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,875 | $6,914+13.9% | $6,162+27.8% | $4,837+62.8% |
| Participant deferral / active EE | $11,981 | $8,935+34.1% | $8,221+45.7% | $6,341+88.9% |
| Admin fee / account holder | $5,974 | $14,293-58.2% | $12,045-50.4% | $12,309-51.5% |