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 | $283,048 | $183,963+53.9% | $162,163+74.5% | $152,861+85.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.33% | 150.76%-129.4pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,597 | $6,371-59.2% | $5,614-53.7% | $4,762-45.5% |
| Participant deferral / active EE | $10,446 | $8,034+30.0% | $7,298+43.1% | $5,850+78.6% |
| Admin fee / account holder | $1,054 | $13,121-92.0% | $10,843-90.3% | $11,596-90.9% |