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 | $297,132 | $159,901+85.8% | $146,958+102.2% | $145,922+103.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $10,929 | $5,286+106.8% | $4,933+121.6% | $4,660+134.5% |
| Participant deferral / active EE | $19,481 | $8,428+131.1% | $8,070+141.4% | $6,688+191.3% |
| Admin fee / account holder | $1,305 | $15,044-91.3% | $12,998-90.0% | $13,397-90.3% |