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 | $262,555 | $159,901+64.2% | $146,958+78.7% | $145,922+79.9% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 11.87% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,349 | $5,286+20.1% | $4,933+28.7% | $4,660+36.2% |
| Participant deferral / active EE | $10,186 | $8,428+20.9% | $8,070+26.2% | $6,688+52.3% |
| Admin fee / account holder | $11,644 | $15,044-22.6% | $12,998-10.4% | $13,397-13.1% |