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 | $253,414 | $157,256+61.1% | $141,162+79.5% | $152,861+65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.79% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $16,106 | $5,261+206.2% | $4,735+240.2% | $4,762+238.2% |
| Participant deferral / active EE | $11,481 | $7,109+61.5% | $6,709+71.1% | $5,850+96.3% |
| Admin fee / account holder | $3,906 | $12,120-67.8% | $10,261-61.9% | $11,596-66.3% |