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 | $310,464 | $185,822+67.1% | $169,993+82.6% | $139,434+122.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.25% | 60.50%-37.2pp | 53.37%-30.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $28,773 | $7,590+279.1% | $6,785+324.1% | $4,751+505.7% |
| Participant deferral / active EE | $20,651 | $11,622+77.7% | $10,408+98.4% | $6,710+207.8% |
| Admin fee / account holder | $668 | $15,381-95.7% | $12,815-94.8% | $11,403-94.1% |