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 | $260,566 | $157,256+65.7% | $141,162+84.6% | $152,861+70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.02% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $10,150 | $5,261+92.9% | $4,735+114.4% | $4,762+113.1% |
| Participant deferral / active EE | $16,149 | $7,109+127.1% | $6,709+140.7% | $5,850+176.0% |
| Admin fee / account holder | $15,571 | $12,120+28.5% | $10,261+51.7% | $11,596+34.3% |