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 5-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 | $351,983 | $183,519+91.8% | $155,509+126.3% | $145,922+141.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,861 | $5,313-8.5% | $4,672+4.0% | $4,660+4.3% |
| Participant deferral / active EE | $9,510 | $6,462+47.2% | $5,626+69.0% | $6,688+42.2% |
| Admin fee / account holder | $3,440 | $19,313-82.2% | $15,912-78.4% | $13,397-74.3% |