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 | $307,286 | $157,256+95.4% | $141,162+117.7% | $152,861+101.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.28% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $7,168 | $5,261+36.2% | $4,735+51.4% | $4,762+50.5% |
| Participant deferral / active EE | $11,118 | $7,109+56.4% | $6,709+65.7% | $5,850+90.0% |
| Admin fee / account holder | $2,927 | $12,120-75.9% | $10,261-71.5% | $11,596-74.8% |