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 | $275,584 | $183,519+50.2% | $155,509+77.2% | $145,922+88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $9,363 | $5,313+76.2% | $4,672+100.4% | $4,660+100.9% |
| Participant deferral / active EE | $8,067 | $6,462+24.8% | $5,626+43.4% | $6,688+20.6% |
| Admin fee / account holder | $1,285 | $19,313-93.3% | $15,912-91.9% | $13,397-90.4% |