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 | $282,277 | $198,466+42.2% | $170,442+65.6% | $147,584+91.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.51% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $17,758 | $6,184+187.2% | $5,433+226.9% | $4,876+264.2% |
| Participant deferral / active EE | $10,185 | $5,629+80.9% | $4,939+106.2% | $5,439+87.3% |
| Admin fee / account holder | $18,603 | $16,852+10.4% | $13,880+34.0% | $10,885+70.9% |