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 | $324,441 | $165,984+95.5% | $164,813+96.9% | $145,922+122.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.57% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,431 | $5,273-53.9% | $4,341-44.0% | $4,660-47.8% |
| Participant deferral / active EE | $9,500 | $6,959+36.5% | $6,031+57.5% | $6,688+42.1% |
| Admin fee / account holder | $1,768 | $16,648-89.4% | $12,690-86.1% | $13,397-86.8% |