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 | $318,217 | $183,519+73.4% | $155,509+104.6% | $145,922+118.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $15,761 | $5,313+196.7% | $4,672+237.3% | $4,660+238.2% |
| Participant deferral / active EE | $8,535 | $6,462+32.1% | $5,626+51.7% | $6,688+27.6% |
| Admin fee / account holder | $4,161 | $19,313-78.5% | $15,912-73.8% | $13,397-68.9% |