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 | $276,914 | $183,519+50.9% | $155,509+78.1% | $145,922+89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.99% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $10,011 | $5,313+88.4% | $4,672+114.3% | $4,660+114.8% |
| Participant deferral / active EE | $16,004 | $6,462+147.7% | $5,626+184.5% | $6,688+139.3% |
| Admin fee / account holder | $3,750 | $19,313-80.6% | $15,912-76.4% | $13,397-72.0% |