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 | $279,614 | $105,181+165.8% | $159,436+75.4% | $85,850+225.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.11% | 45.07%-22.0pp | 263.57%-240.5pp | 318.53%-295.4pp |
| Employer contribution / active EE | $2,762 | $3,318-16.8% | $4,829-42.8% | $2,565+7.7% |
| Participant deferral / active EE | $8,494 | $5,945+42.9% | $7,352+15.5% | $3,952+114.9% |
| Admin fee / account holder | $857 | $6,933-87.6% | $10,799-92.1% | $6,260-86.3% |