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 | $294,006 | $159,901+83.9% | $146,958+100.1% | $145,922+101.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $9,923 | $5,286+87.7% | $4,933+101.2% | $4,660+113.0% |
| Participant deferral / active EE | $20,827 | $8,428+147.1% | $8,070+158.1% | $6,688+211.4% |
| Admin fee / account holder | $2,538 | $15,044-83.1% | $12,998-80.5% | $13,397-81.1% |