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 | $267,799 | $217,402+23.2% | $185,823+44.1% | $167,490+59.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.57% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $28,611 | $5,873+387.1% | $5,167+453.7% | $4,837+491.4% |
| Participant deferral / active EE | $9,000 | $6,356+41.6% | $5,568+61.6% | $6,341+41.9% |
| Admin fee / account holder | $7,865 | $19,811-60.3% | $16,237-51.6% | $12,309-36.1% |