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 | $272,047 | $185,822+46.4% | $169,993+60.0% | $139,434+95.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.68% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $14,769 | $7,590+94.6% | $6,785+117.7% | $4,751+210.9% |
| Participant deferral / active EE | $10,229 | $11,622-12.0% | $10,408-1.7% | $6,710+52.4% |
| Admin fee / account holder | $50,528 | $15,381+228.5% | $12,815+294.3% | $11,403+343.1% |