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 | $304,732 | $159,901+90.6% | $146,958+107.4% | $145,922+108.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,690 | $5,286-68.0% | $4,933-65.7% | $4,660-63.7% |
| Participant deferral / active EE | $5,431 | $8,428-35.6% | $8,070-32.7% | $6,688-18.8% |
| Admin fee / account holder | $15,072 | $15,044+0.2% | $12,998+16.0% | $13,397+12.5% |