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 6-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 | $338,959 | $238,490+42.1% | $180,183+88.1% | $142,382+138.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.12% | 33.56%-15.4pp | 27.86%-9.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $13,282 | $6,143+116.2% | $5,039+163.6% | $4,299+209.0% |
| Participant deferral / active EE | $23,783 | $7,996+197.4% | $6,822+248.6% | $6,507+265.5% |
| Admin fee / account holder | $2,749 | $28,866-90.5% | $19,975-86.2% | $12,624-78.2% |