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 | $270,917 | $183,963+47.3% | $162,163+67.1% | $152,861+77.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.44% | 150.76%-128.3pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $6,750 | $6,371+6.0% | $5,614+20.2% | $4,762+41.7% |
| Participant deferral / active EE | $10,008 | $8,034+24.6% | $7,298+37.1% | $5,850+71.1% |
| Admin fee / account holder | $7,667 | $13,121-41.6% | $10,843-29.3% | $11,596-33.9% |