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 | $321,409 | $183,592+75.1% | $155,567+106.6% | $145,959+120.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.86% | 61.24%-41.4pp | 64.74%-44.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $5,377 | $5,315+1.2% | $4,674+15.0% | $4,661+15.4% |
| Participant deferral / active EE | $10,817 | $6,464+67.3% | $5,628+92.2% | $6,689+61.7% |
| Admin fee / account holder | $2,083 | $19,318-89.2% | $15,916-86.9% | $13,398-84.5% |