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 | $253,378 | $159,901+58.5% | $146,958+72.4% | $145,922+73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,023 | $5,286+13.9% | $4,933+22.1% | $4,660+29.3% |
| Participant deferral / active EE | $12,324 | $8,428+46.2% | $8,070+52.7% | $6,688+84.3% |
| Admin fee / account holder | $77,427 | $15,044+414.7% | $12,998+495.7% | $13,397+477.9% |