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 | $256,403 | $96,635+165.3% | $86,612+196.0% | $139,434+83.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.49% | 106.41%-94.9pp | 591.07%-579.6pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,317 | $3,263+1.7% | $3,022+9.7% | $4,751-30.2% |
| Participant deferral / active EE | $6,634 | $4,836+37.2% | $4,438+49.5% | $6,710-1.1% |
| Admin fee / account holder | $1,542 | $6,408-75.9% | $5,614-72.5% | $11,403-86.5% |