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 | $262,172 | $183,519+42.9% | $155,509+68.6% | $145,922+79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,695 | $5,313+63.7% | $4,672+86.1% | $4,660+86.6% |
| Participant deferral / active EE | $6,000 | $6,462-7.2% | $5,626+6.6% | $6,688-10.3% |
| Admin fee / account holder | $19,754 | $19,313+2.3% | $15,912+24.1% | $13,397+47.4% |