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 | $268,404 | $183,519+46.3% | $155,509+72.6% | $145,922+83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,464 | $5,313-72.4% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $8,286 | $6,462+28.2% | $5,626+47.3% | $6,688+23.9% |
| Admin fee / account holder | $6,534 | $19,313-66.2% | $15,912-58.9% | $13,397-51.2% |