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 | $323,676 | $217,402+48.9% | $185,823+74.2% | $167,490+93.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.16% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $10,359 | $5,873+76.4% | $5,167+100.5% | $4,837+114.1% |
| Participant deferral / active EE | $13,543 | $6,356+113.1% | $5,568+143.2% | $6,341+113.6% |
| Admin fee / account holder | $928 | $19,811-95.3% | $16,237-94.3% | $12,309-92.5% |