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 | $277,055 | $183,519+51.0% | $155,509+78.2% | $145,922+89.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $25,099 | $5,313+372.4% | $4,672+437.2% | $4,660+438.7% |
| Participant deferral / active EE | $16,467 | $6,462+154.8% | $5,626+192.7% | $6,688+146.2% |
| Admin fee / account holder | $1,440 | $19,313-92.5% | $15,912-91.0% | $13,397-89.3% |