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 | $255,365 | $159,901+59.7% | $146,958+73.8% | $145,922+75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,175 | $5,286+54.6% | $4,933+65.7% | $4,660+75.4% |
| Participant deferral / active EE | $13,187 | $8,428+56.5% | $8,070+63.4% | $6,688+97.2% |
| Admin fee / account holder | $615 | $15,044-95.9% | $12,998-95.3% | $13,397-95.4% |