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 | $252,120 | $159,602+58.0% | $150,045+68.0% | $142,382+77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.28% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $6,380 | $4,961+28.6% | $4,693+35.9% | $4,299+48.4% |
| Participant deferral / active EE | $17,498 | $8,310+110.6% | $7,997+118.8% | $6,507+168.9% |
| Admin fee / account holder | $370 | $14,846-97.5% | $13,435-97.2% | $12,624-97.1% |