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 | $304,008 | $183,592+65.6% | $155,567+95.4% | $145,959+108.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.2pp |
| Employer contribution / active EE | $8,989 | $5,315+69.1% | $4,674+92.3% | $4,661+92.9% |
| Participant deferral / active EE | $3,900 | $6,464-39.7% | $5,628-30.7% | $6,689-41.7% |
| Admin fee / account holder | $1,428 | $19,318-92.6% | $15,916-91.0% | $13,398-89.3% |