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 | $339,016 | $179,726+88.6% | $156,263+117.0% | $142,382+138.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.03% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $18,508 | $5,069+265.1% | $4,333+327.1% | $4,299+330.5% |
| Participant deferral / active EE | $9,289 | $6,956+33.5% | $6,158+50.8% | $6,507+42.7% |
| Admin fee / account holder | $28,062 | $17,272+62.5% | $14,255+96.9% | $12,624+122.3% |