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 | $369,345 | $177,572+108.0% | $154,803+138.6% | $142,382+159.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.47% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $14,994 | $4,810+211.7% | $4,305+248.3% | $4,299+248.8% |
| Participant deferral / active EE | $9,787 | $6,272+56.1% | $5,540+76.7% | $6,507+50.4% |
| Admin fee / account holder | $1,286 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |