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 | $255,153 | $198,466+28.6% | $170,442+49.7% | $147,584+72.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.94% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $9,173 | $6,184+48.3% | $5,433+68.8% | $4,876+88.1% |
| Participant deferral / active EE | $12,155 | $5,629+115.9% | $4,939+146.1% | $5,439+123.5% |
| Admin fee / account holder | $1,739 | $16,852-89.7% | $13,880-87.5% | $10,885-84.0% |