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 | $262,275 | $148,534+76.6% | $135,903+93.0% | $139,434+88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.68% | 79.19%-42.5pp | 68.23%-31.5pp | 372.94%-336.3pp |
| Employer contribution / active EE | $8,208 | $5,243+56.5% | $4,856+69.0% | $4,751+72.8% |
| Participant deferral / active EE | $15,200 | $8,100+87.6% | $7,758+95.9% | $6,710+126.5% |
| Admin fee / account holder | $573 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |