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 | $355,851 | $201,259+76.8% | $184,200+93.2% | $145,959+143.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 28.98%-15.7pp | 28.80%-15.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $9,666 | $7,018+37.7% | $6,424+50.5% | $4,661+107.4% |
| Participant deferral / active EE | $15,114 | $9,806+54.1% | $9,132+65.5% | $6,689+126.0% |
| Admin fee / account holder | $13,400 | $16,372-18.2% | $13,907-3.6% | $13,3980% |