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 | $280,613 | $203,436+37.9% | $152,466+84.0% | $167,490+67.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 20.15% | 13.80%+6.4pp | 757.33%-737.2pp | 478.56%-458.4pp |
| Employer contribution / active EE | $4,142 | $5,220-20.7% | $4,327-4.3% | $4,837-14.4% |
| Participant deferral / active EE | $3,799 | $6,716-43.4% | $5,820-34.7% | $6,341-40.1% |
| Admin fee / account holder | $2,683 | $22,506-88.1% | $15,805-83.0% | $12,309-78.2% |