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 | $261,772 | $152,587+71.6% | $125,175+109.1% | $152,861+71.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.20% | 54.84%-35.6pp | 43.79%-24.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $14,864 | $4,946+200.5% | $3,865+284.5% | $4,762+212.1% |
| Participant deferral / active EE | $18,030 | $5,868+207.3% | $4,937+265.2% | $5,850+208.2% |
| Admin fee / account holder | $500 | $13,434-96.3% | $9,702-94.8% | $11,596-95.7% |