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 | $266,597 | $159,934+66.7% | $147,005+81.4% | $145,959+82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,123 | $5,287-78.8% | $4,934-77.3% | $4,661-75.9% |
| Participant deferral / active EE | $11,167 | $8,427+32.5% | $8,070+38.4% | $6,689+67.0% |
| Admin fee / account holder | $20,373 | $15,053+35.3% | $13,006+56.6% | $13,398+52.1% |