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 | $275,007 | $175,202+57.0% | $149,673+83.7% | $139,434+97.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.89% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $9,257 | $5,474+69.1% | $4,818+92.2% | $4,751+94.9% |
| Participant deferral / active EE | $11,288 | $6,519+73.2% | $5,680+98.7% | $6,710+68.2% |
| Admin fee / account holder | $573 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |