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 7-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 | $386,506 | $201,272+92.0% | $184,203+109.8% | $145,922+164.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 29.00%-18.5pp | 28.81%-18.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $11,054 | $7,022+57.4% | $6,427+72.0% | $4,660+137.2% |
| Participant deferral / active EE | $16,363 | $9,806+66.9% | $9,131+79.2% | $6,688+144.7% |
| Admin fee / account holder | $11,511 | $16,364-29.7% | $13,901-17.2% | $13,397-14.1% |