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 | $257,514 | $159,901+61.0% | $146,958+75.2% | $145,922+76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 98.13%-83.3pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,850 | $5,286-46.1% | $4,933-42.2% | $4,660-38.8% |
| Participant deferral / active EE | $13,762 | $8,428+63.3% | $8,070+70.5% | $6,688+105.8% |
| Admin fee / account holder | $643 | $15,044-95.7% | $12,998-95.1% | $13,397-95.2% |