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 | $295,054 | $159,901+84.5% | $146,958+100.8% | $145,922+102.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.35% | 98.13%-73.8pp | 418.34%-394.0pp | 561.29%-536.9pp |
| Employer contribution / active EE | $9,515 | $5,286+80.0% | $4,933+92.9% | $4,660+104.2% |
| Participant deferral / active EE | $5,510 | $8,428-34.6% | $8,070-31.7% | $6,688-17.6% |
| Admin fee / account holder | $1,178 | $15,044-92.2% | $12,998-90.9% | $13,397-91.2% |