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 | $315,183 | $152,587+106.6% | $125,175+151.8% | $152,861+106.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.76% | 54.84%-33.1pp | 43.79%-22.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $16,030 | $4,946+224.1% | $3,865+314.7% | $4,762+236.6% |
| Participant deferral / active EE | $13,415 | $5,868+128.6% | $4,937+171.7% | $5,850+129.3% |
| Admin fee / account holder | $1,669 | $13,434-87.6% | $9,702-82.8% | $11,596-85.6% |