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 | $315,603 | $217,402+45.2% | $185,823+69.8% | $167,490+88.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.99% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $9,125 | $5,873+55.4% | $5,167+76.6% | $4,837+88.6% |
| Participant deferral / active EE | $11,071 | $6,356+74.2% | $5,568+98.8% | $6,341+74.6% |
| Admin fee / account holder | $2,871 | $19,811-85.5% | $16,237-82.3% | $12,309-76.7% |