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 | $342,969 | $176,812+94.0% | $146,665+133.8% | $167,490+104.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.14% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $7,754 | $5,160+50.3% | $4,136+87.5% | $4,837+60.3% |
| Participant deferral / active EE | $10,550 | $6,440+63.8% | $5,506+91.6% | $6,341+66.4% |
| Admin fee / account holder | $1,602 | $13,259-87.9% | $10,280-84.4% | $12,309-87.0% |