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 | $330,010 | $185,822+77.6% | $169,993+94.1% | $139,434+136.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.06% | 60.50%-24.4pp | 53.37%-17.3pp | 372.94%-336.9pp |
| Employer contribution / active EE | $12,514 | $7,590+64.9% | $6,785+84.4% | $4,751+163.4% |
| Participant deferral / active EE | $21,142 | $11,622+81.9% | $10,408+103.1% | $6,710+215.1% |
| Admin fee / account holder | $69,966 | $15,381+354.9% | $12,815+446.0% | $11,403+513.6% |