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 | $308,009 | $176,812+74.2% | $146,665+110.0% | $167,490+83.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.92% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $12,220 | $5,160+136.8% | $4,136+195.4% | $4,837+152.6% |
| Participant deferral / active EE | $7,356 | $6,440+14.2% | $5,506+33.6% | $6,341+16.0% |
| Admin fee / account holder | $2,184 | $13,259-83.5% | $10,280-78.8% | $12,309-82.3% |