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 | $264,349 | $157,256+68.1% | $141,162+87.3% | $152,861+72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.72% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $16,629 | $5,261+216.1% | $4,735+251.2% | $4,762+249.2% |
| Participant deferral / active EE | $3,025 | $7,109-57.5% | $6,709-54.9% | $5,850-48.3% |
| Admin fee / account holder | $1,959 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |