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 | $327,043 | $183,592+78.1% | $155,567+110.2% | $145,959+124.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.1pp |
| Employer contribution / active EE | $14,630 | $5,315+175.3% | $4,674+213.0% | $4,661+213.9% |
| Participant deferral / active EE | $9,183 | $6,464+42.1% | $5,628+63.2% | $6,689+37.3% |
| Admin fee / account holder | $2,824 | $19,318-85.4% | $15,916-82.3% | $13,398-78.9% |