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 | $342,019 | $198,466+72.3% | $170,442+100.7% | $147,584+131.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.17% | 257.29%-226.1pp | 205.93%-174.8pp | 578.55%-547.4pp |
| Employer contribution / active EE | $9,060 | $6,184+46.5% | $5,433+66.8% | $4,876+85.8% |
| Participant deferral / active EE | $8,447 | $5,629+50.1% | $4,939+71.0% | $5,439+55.3% |
| Admin fee / account holder | $2,721 | $16,852-83.9% | $13,880-80.4% | $10,885-75.0% |