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 | $290,979 | $172,111+69.1% | $150,298+93.6% | $137,256+112.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.99% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,098 | $4,636+53.1% | $4,154+70.9% | $4,156+70.8% |
| Participant deferral / active EE | $19,207 | $6,166+211.5% | $5,453+252.2% | $6,407+199.8% |
| Admin fee / account holder | $940 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |