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 | $254,310 | $165,984+53.2% | $164,813+54.3% | $145,922+74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.84% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,044 | $5,273-4.3% | $4,341+16.2% | $4,660+8.2% |
| Participant deferral / active EE | $11,468 | $6,959+64.8% | $6,031+90.1% | $6,688+71.5% |
| Admin fee / account holder | $55,276 | $16,648+232.0% | $12,690+335.6% | $13,397+312.6% |