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 | $345,490 | $198,466+74.1% | $170,442+102.7% | $147,584+134.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.85% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $10,880 | $6,184+76.0% | $5,433+100.3% | $4,876+123.1% |
| Participant deferral / active EE | $20,265 | $5,629+260.0% | $4,939+310.3% | $5,439+272.6% |
| Admin fee / account holder | $4,488 | $16,852-73.4% | $13,880-67.7% | $10,885-58.8% |