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 | $254,454 | $162,781+56.3% | $133,956+90.0% | $158,922+60.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.33% | 41.94%-26.6pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $26,731 | $4,975+437.2% | $3,919+582.1% | $4,761+461.4% |
| Participant deferral / active EE | $21,702 | $5,911+267.2% | $5,048+329.9% | $5,982+262.8% |
| Admin fee / account holder | $10,648 | $11,736-9.3% | $8,927+19.3% | $11,246-5.3% |