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 | $314,825 | $79,449+296.3% | $189,557+66.1% | $85,850+266.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.50% | 18.45%-3.9pp | 64.17%-49.7pp | 318.53%-304.0pp |
| Employer contribution / active EE | $10,429 | $2,081+401.2% | $4,412+136.4% | $2,565+306.6% |
| Participant deferral / active EE | $7,427 | $4,051+83.3% | $6,174+20.3% | $3,952+87.9% |
| Admin fee / account holder | $7,923 | $5,377+47.3% | $9,807-19.2% | $6,260+26.6% |