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 | $338,400 | $201,272+68.1% | $184,203+83.7% | $145,922+131.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $10,759 | $7,022+53.2% | $6,427+67.4% | $4,660+130.9% |
| Participant deferral / active EE | $19,550 | $9,806+99.4% | $9,131+114.1% | $6,688+192.3% |
| Admin fee / account holder | $1,066 | $16,364-93.5% | $13,901-92.3% | $13,397-92.0% |