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 | $281,186 | $165,984+69.4% | $164,813+70.6% | $145,922+92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.11% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $20,209 | $5,273+283.3% | $4,341+365.5% | $4,660+333.7% |
| Participant deferral / active EE | $10,474 | $6,959+50.5% | $6,031+73.7% | $6,688+56.6% |
| Admin fee / account holder | $910 | $16,648-94.5% | $12,690-92.8% | $13,397-93.2% |