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 9-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 | $278,452 | $183,519+51.7% | $155,509+79.1% | $145,922+90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.88% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,543 | $5,313-52.1% | $4,672-45.6% | $4,660-45.4% |
| Participant deferral / active EE | $3,631 | $6,462-43.8% | $5,626-35.5% | $6,688-45.7% |
| Admin fee / account holder | $2,529 | $19,313-86.9% | $15,912-84.1% | $13,397-81.1% |