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 | $262,476 | $165,984+58.1% | $164,813+59.3% | $145,922+79.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 12.69% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $16,669 | $5,273+216.1% | $4,341+284.0% | $4,660+257.7% |
| Participant deferral / active EE | $10,345 | $6,959+48.7% | $6,031+71.5% | $6,688+54.7% |
| Admin fee / account holder | $733 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |