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 | $358,980 | $210,648+70.4% | $177,989+101.7% | $145,922+146.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $14,453 | $4,565+216.6% | $3,949+266.0% | $4,660+210.2% |
| Participant deferral / active EE | $11,967 | $6,958+72.0% | $6,276+90.7% | $6,688+78.9% |
| Admin fee / account holder | $5,962 | $12,013-50.4% | $10,363-42.5% | $13,397-55.5% |