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 | $272,916 | $217,402+25.5% | $185,823+46.9% | $167,490+62.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.11% | 148.36%-115.3pp | 122.05%-88.9pp | 478.56%-445.4pp |
| Employer contribution / active EE | $13,970 | $5,873+137.9% | $5,167+170.3% | $4,837+188.8% |
| Participant deferral / active EE | $7,626 | $6,356+20.0% | $5,568+37.0% | $6,341+20.3% |
| Admin fee / account holder | $299,407 | $19,811+1411.3% | $16,237+1743.9% | $12,309+2332.4% |