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 9-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 | $295,732 | $179,726+64.5% | $156,263+89.3% | $142,382+107.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.27% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $12,650 | $5,069+149.6% | $4,333+191.9% | $4,299+194.3% |
| Participant deferral / active EE | $7,844 | $6,956+12.8% | $6,158+27.4% | $6,507+20.5% |
| Admin fee / account holder | $16,435 | $17,272-4.8% | $14,255+15.3% | $12,624+30.2% |