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 | $256,501 | $162,781+57.6% | $133,956+91.5% | $158,922+61.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.51% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $9,055 | $4,975+82.0% | $3,919+131.1% | $4,761+90.2% |
| Participant deferral / active EE | $15,204 | $5,911+157.2% | $5,048+201.2% | $5,982+154.2% |
| Admin fee / account holder | $5,848 | $11,736-50.2% | $8,927-34.5% | $11,246-48.0% |