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 | $257,266 | $198,466+29.6% | $170,442+50.9% | $147,584+74.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.96% | 257.29%-237.3pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $5,856 | $6,184-5.3% | $5,433+7.8% | $4,876+20.1% |
| Participant deferral / active EE | $4,918 | $5,629-12.6% | $4,939-0.4% | $5,439-9.6% |
| Admin fee / account holder | $1,795 | $16,852-89.3% | $13,880-87.1% | $10,885-83.5% |