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 | $343,722 | $159,901+115.0% | $146,958+133.9% | $145,922+135.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,955 | $5,286+12.6% | $4,933+20.7% | $4,660+27.8% |
| Participant deferral / active EE | $11,404 | $8,428+35.3% | $8,070+41.3% | $6,688+70.5% |
| Admin fee / account holder | $25,335 | $15,044+68.4% | $12,998+94.9% | $13,397+89.1% |