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 | $282,384 | $176,812+59.7% | $146,665+92.5% | $167,490+68.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.28% | 24.03%-6.8pp | 22.74%-5.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $12,115 | $5,160+134.8% | $4,136+192.9% | $4,837+150.4% |
| Participant deferral / active EE | $6,832 | $6,440+6.1% | $5,506+24.1% | $6,341+7.7% |
| Admin fee / account holder | $11,719 | $13,259-11.6% | $10,280+14.0% | $12,309-4.8% |