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 | $290,487 | $210,648+37.9% | $177,989+63.2% | $145,922+99.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.21% | 385.86%-360.6pp | 294.48%-269.3pp | 561.29%-536.1pp |
| Employer contribution / active EE | $2,317 | $4,565-49.2% | $3,949-41.3% | $4,660-50.3% |
| Participant deferral / active EE | $2,517 | $6,958-63.8% | $6,276-59.9% | $6,688-62.4% |
| Admin fee / account holder | $20,858 | $12,013+73.6% | $10,363+101.3% | $13,397+55.7% |