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 | $255,841 | $226,064+13.2% | $182,532+40.2% | $152,861+67.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.76% | 192.51%-168.7pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,437 | $4,978-10.9% | $4,076+8.8% | $4,762-6.8% |
| Participant deferral / active EE | $7,415 | $6,368+16.4% | $5,524+34.2% | $5,850+26.7% |
| Admin fee / account holder | $14,129 | $10,703+32.0% | $8,592+64.4% | $11,596+21.8% |