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 | $270,367 | $183,519+47.3% | $155,509+73.9% | $145,922+85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.17%-51.8pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $7,264 | $5,313+36.7% | $4,672+55.5% | $4,660+55.9% |
| Participant deferral / active EE | $4,700 | $6,462-27.3% | $5,626-16.5% | $6,688-29.7% |
| Admin fee / account holder | $10,006 | $19,313-48.2% | $15,912-37.1% | $13,397-25.3% |