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 | $251,333 | $159,901+57.2% | $146,958+71.0% | $145,922+72.2% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 16.74% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $11,907 | $5,286+125.3% | $4,933+141.4% | $4,660+155.5% |
| Participant deferral / active EE | $11,956 | $8,428+41.9% | $8,070+48.2% | $6,688+78.8% |
| Admin fee / account holder | $12,214 | $15,044-18.8% | $12,998-6.0% | $13,397-8.8% |