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 | $310,277 | $183,519+69.1% | $155,509+99.5% | $145,922+112.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,470 | $5,313+97.1% | $4,672+124.1% | $4,660+124.7% |
| Participant deferral / active EE | $12,811 | $6,462+98.2% | $5,626+127.7% | $6,688+91.6% |
| Admin fee / account holder | $2,404 | $19,313-87.6% | $15,912-84.9% | $13,397-82.1% |