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 | $383,780 | $157,256+144.0% | $141,162+171.9% | $152,861+151.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.23% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,139 | $5,261+54.7% | $4,735+71.9% | $4,762+70.9% |
| Participant deferral / active EE | $8,149 | $7,109+14.6% | $6,709+21.5% | $5,850+39.3% |
| Admin fee / account holder | $8,750 | $12,120-27.8% | $10,261-14.7% | $11,596-24.5% |