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 | $272,794 | $179,726+51.8% | $156,263+74.6% | $142,382+91.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.83% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $13,689 | $5,069+170.0% | $4,333+215.9% | $4,299+218.4% |
| Participant deferral / active EE | $12,025 | $6,956+72.9% | $6,158+95.3% | $6,507+84.8% |
| Admin fee / account holder | $5,842 | $17,272-66.2% | $14,255-59.0% | $12,624-53.7% |