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 | $267,159 | $159,901+67.1% | $146,958+81.8% | $145,922+83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.49% | 98.13%-75.6pp | 418.34%-395.8pp | 561.29%-538.8pp |
| Employer contribution / active EE | $5,946 | $5,286+12.5% | $4,933+20.5% | $4,660+27.6% |
| Participant deferral / active EE | $15,702 | $8,428+86.3% | $8,070+94.6% | $6,688+134.8% |
| Admin fee / account holder | $1,199 | $15,044-92.0% | $12,998-90.8% | $13,397-91.1% |