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 | $385,860 | $201,272+91.7% | $184,203+109.5% | $145,922+164.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.47% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $21,089 | $7,022+200.3% | $6,427+228.1% | $4,660+352.6% |
| Participant deferral / active EE | $11,498 | $9,806+17.3% | $9,131+25.9% | $6,688+71.9% |
| Admin fee / account holder | $2,892 | $16,364-82.3% | $13,901-79.2% | $13,397-78.4% |