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 | $258,100 | $88,083+193.0% | $164,813+56.6% | $74,495+246.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.26%-0.8pp | 69.93%-53.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $8,106 | $2,593+212.6% | $4,341+86.7% | $2,623+209.0% |
| Participant deferral / active EE | $3,023 | $4,498-32.8% | $6,031-49.9% | $4,346-30.4% |
| Admin fee / account holder | $17,775 | $2,234+695.8% | $12,690+40.1% | $1,942+815.4% |