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 | $364,508 | $183,963+98.1% | $162,163+124.8% | $152,861+138.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $4,119 | $6,371-35.4% | $5,614-26.6% | $4,762-13.5% |
| Participant deferral / active EE | $7,900 | $8,034-1.7% | $7,298+8.2% | $5,850+35.0% |
| Admin fee / account holder | $9,025 | $13,121-31.2% | $10,843-16.8% | $11,596-22.2% |