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 | $357,278 | $157,256+127.2% | $141,162+153.1% | $152,861+133.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.52% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,024 | $5,261+33.5% | $4,735+48.3% | $4,762+47.5% |
| Participant deferral / active EE | $7,681 | $7,109+8.0% | $6,709+14.5% | $5,850+31.3% |
| Admin fee / account holder | $13,699 | $12,120+13.0% | $10,261+33.5% | $11,596+18.1% |