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 5-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 | $319,332 | $159,901+99.7% | $146,958+117.3% | $145,922+118.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,120 | $5,286-22.1% | $4,933-16.5% | $4,660-11.6% |
| Participant deferral / active EE | $16,308 | $8,428+93.5% | $8,070+102.1% | $6,688+143.9% |
| Admin fee / account holder | $1,432 | $15,044-90.5% | $12,998-89.0% | $13,397-89.3% |