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 | $285,842 | $210,648+35.7% | $177,989+60.6% | $145,922+95.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,976 | $4,565+9.0% | $3,949+26.0% | $4,660+6.8% |
| Participant deferral / active EE | $18,800 | $6,958+170.2% | $6,276+199.5% | $6,688+181.1% |
| Admin fee / account holder | $66,491 | $12,013+453.5% | $10,363+541.6% | $13,397+396.3% |