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 | $422,386 | $183,519+130.2% | $155,509+171.6% | $145,922+189.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.94% | 61.17%-40.2pp | 64.67%-43.7pp | 561.29%-540.3pp |
| Employer contribution / active EE | $4,401 | $5,313-17.2% | $4,672-5.8% | $4,660-5.6% |
| Participant deferral / active EE | $8,925 | $6,462+38.1% | $5,626+58.6% | $6,688+33.4% |
| Admin fee / account holder | $30,827 | $19,313+59.6% | $15,912+93.7% | $13,397+130.1% |