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 | $342,155 | $183,519+86.4% | $155,509+120.0% | $145,922+134.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $14,464 | $5,313+172.3% | $4,672+209.6% | $4,660+210.4% |
| Participant deferral / active EE | $9,738 | $6,462+50.7% | $5,626+73.1% | $6,688+45.6% |
| Admin fee / account holder | $1,316 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |