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 | $345,943 | $183,519+88.5% | $155,509+122.5% | $145,922+137.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $11,787 | $5,313+121.9% | $4,672+152.3% | $4,660+153.0% |
| Participant deferral / active EE | $8,074 | $6,462+24.9% | $5,626+43.5% | $6,688+20.7% |
| Admin fee / account holder | $12,632 | $19,313-34.6% | $15,912-20.6% | $13,397-5.7% |