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 | $368,884 | $176,812+108.6% | $146,665+151.5% | $167,490+120.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.50% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $10,783 | $5,160+109.0% | $4,136+160.7% | $4,837+122.9% |
| Participant deferral / active EE | $12,362 | $6,440+92.0% | $5,506+124.5% | $6,341+95.0% |
| Admin fee / account holder | $9,657 | $13,259-27.2% | $10,280-6.1% | $12,309-21.5% |