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 | $281,198 | $157,256+78.8% | $141,162+99.2% | $152,861+84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.70% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $9,865 | $5,261+87.5% | $4,735+108.4% | $4,762+107.2% |
| Participant deferral / active EE | $11,164 | $7,109+57.0% | $6,709+66.4% | $5,850+90.8% |
| Admin fee / account holder | $3,708 | $12,120-69.4% | $10,261-63.9% | $11,596-68.0% |