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 | $276,923 | $185,822+49.0% | $169,993+62.9% | $139,434+98.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.72% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,613 | $7,590-39.2% | $6,785-32.0% | $4,751-2.9% |
| Participant deferral / active EE | $15,563 | $11,622+33.9% | $10,408+49.5% | $6,710+131.9% |
| Admin fee / account holder | $888 | $15,381-94.2% | $12,815-93.1% | $11,403-92.2% |