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 | $409,421 | $209,832+95.1% | $189,513+116.0% | $167,490+144.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.72% | 748.27%-733.6pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,818 | $6,914-44.8% | $6,162-38.0% | $4,837-21.1% |
| Participant deferral / active EE | $8,626 | $8,935-3.5% | $8,221+4.9% | $6,341+36.0% |
| Admin fee / account holder | $6,817 | $14,293-52.3% | $12,045-43.4% | $12,309-44.6% |