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 | $258,546 | $201,272+28.5% | $184,203+40.4% | $145,922+77.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $14,903 | $7,022+112.2% | $6,427+131.9% | $4,660+219.8% |
| Participant deferral / active EE | $11,018 | $9,806+12.4% | $9,131+20.7% | $6,688+64.7% |
| Admin fee / account holder | $808 | $16,364-95.1% | $13,901-94.2% | $13,397-94.0% |