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 | $329,264 | $185,822+77.2% | $169,993+93.7% | $139,434+136.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.15% | 60.50%-37.4pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $13,292 | $7,590+75.1% | $6,785+95.9% | $4,751+179.8% |
| Participant deferral / active EE | $16,851 | $11,622+45.0% | $10,408+61.9% | $6,710+151.1% |
| Admin fee / account holder | $1,531 | $15,381-90.0% | $12,815-88.1% | $11,403-86.6% |