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 | $296,605 | $173,345+71.1% | $136,007+118.1% | $145,922+103.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1163.32%-1152.4pp | 579.32%-568.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,043 | $5,278+14.5% | $4,217+43.3% | $4,660+29.7% |
| Participant deferral / active EE | $18,877 | $8,699+117.0% | $7,025+168.7% | $6,688+182.3% |
| Admin fee / account holder | $1,589 | $9,954-84.0% | $6,858-76.8% | $13,397-88.1% |