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 | $360,035 | $159,602+125.6% | $150,045+140.0% | $142,382+152.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.32% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,117 | $4,961-57.3% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $12,877 | $8,310+54.9% | $7,997+61.0% | $6,507+97.9% |
| Admin fee / account holder | $1,645 | $14,846-88.9% | $13,435-87.8% | $12,624-87.0% |