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 | $277,671 | $183,519+51.3% | $155,509+78.6% | $145,922+90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.22% | 61.17%-35.0pp | 64.67%-38.5pp | 561.29%-535.1pp |
| Employer contribution / active EE | $5,279 | $5,313-0.6% | $4,672+13.0% | $4,660+13.3% |
| Participant deferral / active EE | $10,259 | $6,462+58.7% | $5,626+82.3% | $6,688+53.4% |
| Admin fee / account holder | $3,560 | $19,313-81.6% | $15,912-77.6% | $13,397-73.4% |