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 | $259,550 | $217,402+19.4% | $185,823+39.7% | $167,490+55.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.12% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $14,243 | $5,873+142.5% | $5,167+175.6% | $4,837+194.4% |
| Participant deferral / active EE | $10,383 | $6,356+63.4% | $5,568+86.5% | $6,341+63.7% |
| Admin fee / account holder | $3,019 | $19,811-84.8% | $16,237-81.4% | $12,309-75.5% |