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 | $255,607 | $157,256+62.5% | $141,162+81.1% | $152,861+67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.56% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $10,886 | $5,261+106.9% | $4,735+129.9% | $4,762+128.6% |
| Participant deferral / active EE | $15,468 | $7,109+117.6% | $6,709+130.6% | $5,850+164.4% |
| Admin fee / account holder | $1,896 | $12,120-84.4% | $10,261-81.5% | $11,596-83.7% |