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 | $306,927 | $183,519+67.2% | $155,509+97.4% | $145,922+110.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,400 | $5,313+20.5% | $4,672+37.0% | $4,660+37.4% |
| Participant deferral / active EE | $4,400 | $6,462-31.9% | $5,626-21.8% | $6,688-34.2% |
| Admin fee / account holder | $4,037 | $19,313-79.1% | $15,912-74.6% | $13,397-69.9% |