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 | $356,280 | $185,822+91.7% | $169,993+109.6% | $139,434+155.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.32% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,367 | $7,590-29.3% | $6,785-20.9% | $4,751+13.0% |
| Participant deferral / active EE | $16,822 | $11,622+44.7% | $10,408+61.6% | $6,710+150.7% |
| Admin fee / account holder | $6,312 | $15,381-59.0% | $12,815-50.7% | $11,403-44.6% |