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 | $261,301 | $127,386+105.1% | $115,037+127.1% | $125,391+108.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $10,095 | $5,166+95.4% | $4,608+119.1% | $4,866+107.5% |
| Participant deferral / active EE | $2,304 | $6,423-64.1% | $6,026-61.8% | $5,352-57.0% |
| Admin fee / account holder | $885 | $9,516-90.7% | $8,175-89.2% | $9,540-90.7% |