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 | $305,765 | $133,922+128.3% | $116,228+163.1% | $142,382+114.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 39.90% | 147.76%-107.9pp | 90.06%-50.2pp | 217.08%-177.2pp |
| Employer contribution / active EE | $9,430 | $3,446+173.7% | $2,994+214.9% | $4,299+119.3% |
| Participant deferral / active EE | $13,381 | $5,672+135.9% | $4,953+170.2% | $6,507+105.6% |
| Admin fee / account holder | $407 | $14,945-97.3% | $11,989-96.6% | $12,624-96.8% |