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 | $359,150 | $133,922+168.2% | $116,228+209.0% | $142,382+152.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.49% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,553 | $3,446+61.2% | $2,994+85.5% | $4,299+29.2% |
| Participant deferral / active EE | $7,553 | $5,672+33.2% | $4,953+52.5% | $6,507+16.1% |
| Admin fee / account holder | $13,079 | $14,945-12.5% | $11,989+9.1% | $12,624+3.6% |