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 | $265,018 | $156,846+69.0% | $121,098+118.8% | $139,434+90.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $12,157 | $5,536+119.6% | $4,164+192.0% | $4,751+155.9% |
| Participant deferral / active EE | $8,386 | $4,844+73.1% | $4,080+105.5% | $6,710+25.0% |
| Admin fee / account holder | $1,132 | $6,946-83.7% | $5,644-79.9% | $11,403-90.1% |