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 8-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 | $284,775 | $201,272+41.5% | $184,203+54.6% | $145,922+95.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.85% | 29.00%-3.2pp | 28.81%-3.0pp | 561.29%-535.4pp |
| Employer contribution / active EE | $6,285 | $7,022-10.5% | $6,427-2.2% | $4,660+34.9% |
| Participant deferral / active EE | $20,107 | $9,806+105.0% | $9,131+120.2% | $6,688+200.7% |
| Admin fee / account holder | $94,293 | $16,364+476.2% | $13,901+578.3% | $13,397+603.8% |