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 | $306,399 | $172,111+78.0% | $150,298+103.9% | $137,256+123.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.72% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,769 | $4,636+67.6% | $4,154+87.0% | $4,156+86.9% |
| Participant deferral / active EE | $6,770 | $6,166+9.8% | $5,453+24.2% | $6,407+5.7% |
| Admin fee / account holder | $662 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |