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 | $284,961 | $168,632+69.0% | $147,614+93.0% | $125,391+127.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.39% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $13,268 | $6,252+112.2% | $5,564+138.4% | $4,866+172.7% |
| Participant deferral / active EE | $6,123 | $5,507+11.2% | $4,895+25.1% | $5,352+14.4% |
| Admin fee / account holder | $487 | $13,580-96.4% | $11,611-95.8% | $9,540-94.9% |