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 | $289,824 | $217,402+33.3% | $185,823+56.0% | $167,490+73.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.42% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $21,756 | $5,873+270.4% | $5,167+321.0% | $4,837+349.7% |
| Participant deferral / active EE | $16,038 | $6,356+152.3% | $5,568+188.1% | $6,341+152.9% |
| Admin fee / account holder | $18,985 | $19,811-4.2% | $16,237+16.9% | $12,309+54.2% |