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 | $317,644 | $162,781+95.1% | $133,956+137.1% | $158,922+99.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.95% | 41.94%-32.0pp | 45.09%-35.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $8,172 | $4,975+64.3% | $3,919+108.6% | $4,761+71.6% |
| Participant deferral / active EE | $7,652 | $5,911+29.4% | $5,048+51.6% | $5,982+27.9% |
| Admin fee / account holder | $1,183 | $11,736-89.9% | $8,927-86.7% | $11,246-89.5% |