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 | $363,647 | $183,519+98.2% | $155,509+133.8% | $145,922+149.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.13% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $5,194 | $5,313-2.2% | $4,672+11.2% | $4,660+11.5% |
| Participant deferral / active EE | $8,052 | $6,462+24.6% | $5,626+43.1% | $6,688+20.4% |
| Admin fee / account holder | $1,198 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |