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 | $430,931 | $159,602+170.0% | $150,045+187.2% | $142,382+202.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.20% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $8,744 | $4,961+76.3% | $4,693+86.3% | $4,299+103.4% |
| Participant deferral / active EE | $15,129 | $8,310+82.1% | $7,997+89.2% | $6,507+132.5% |
| Admin fee / account holder | $1,711 | $14,846-88.5% | $13,435-87.3% | $12,624-86.4% |