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 6-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 | $345,596 | $171,164+101.9% | $127,761+170.5% | $152,861+126.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 15.72% | 23.54%-7.8pp | 26.14%-10.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $10,846 | $5,447+99.1% | $4,574+137.1% | $4,762+127.8% |
| Participant deferral / active EE | $6,960 | $7,038-1.1% | $6,021+15.6% | $5,850+19.0% |
| Admin fee / account holder | $96,471 | $14,530+563.9% | $9,395+926.8% | $11,596+731.9% |