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 | $295,060 | $176,812+66.9% | $146,665+101.2% | $167,490+76.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.37% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $3,988 | $5,160-22.7% | $4,136-3.6% | $4,837-17.6% |
| Participant deferral / active EE | $8,338 | $6,440+29.5% | $5,506+51.4% | $6,341+31.5% |
| Admin fee / account holder | $11,686 | $13,259-11.9% | $10,280+13.7% | $12,309-5.1% |