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 | $464,241 | $209,832+121.2% | $189,513+145.0% | $167,490+177.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.23% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $5,531 | $6,914-20.0% | $6,162-10.2% | $4,837+14.3% |
| Participant deferral / active EE | $13,703 | $8,935+53.4% | $8,221+66.7% | $6,341+116.1% |
| Admin fee / account holder | $11,621 | $14,293-18.7% | $12,045-3.5% | $12,309-5.6% |