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 | $390,024 | $165,984+135.0% | $164,813+136.6% | $145,922+167.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.27% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.0pp |
| Employer contribution / active EE | $9,156 | $5,273+73.6% | $4,341+110.9% | $4,660+96.5% |
| Participant deferral / active EE | $16,645 | $6,959+139.2% | $6,031+176.0% | $6,688+148.9% |
| Admin fee / account holder | $57,199 | $16,648+243.6% | $12,690+350.7% | $13,397+327.0% |