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 | $293,457 | $183,519+59.9% | $155,509+88.7% | $145,922+101.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,978 | $5,313+69.0% | $4,672+92.1% | $4,660+92.7% |
| Participant deferral / active EE | $11,059 | $6,462+71.1% | $5,626+96.6% | $6,688+65.4% |
| Admin fee / account holder | $432 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |