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 | $293,878 | $209,832+40.1% | $189,513+55.1% | $167,490+75.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.26% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $9,909 | $6,914+43.3% | $6,162+60.8% | $4,837+104.8% |
| Participant deferral / active EE | $17,165 | $8,935+92.1% | $8,221+108.8% | $6,341+170.7% |
| Admin fee / account holder | $7,018 | $14,293-50.9% | $12,045-41.7% | $12,309-43.0% |