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 | $258,227 | $115,770+123.1% | $101,248+155.0% | $158,922+62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.82% | 56.14%-45.3pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $15,170 | $4,175+263.4% | $3,660+314.5% | $4,761+218.6% |
| Participant deferral / active EE | $7,177 | $4,957+44.8% | $4,370+64.2% | $5,982+20.0% |
| Admin fee / account holder | $17,496 | $7,245+141.5% | $5,945+194.3% | $11,246+55.6% |