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 | $330,649 | $183,519+80.2% | $155,509+112.6% | $145,922+126.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,393 | $5,313-55.0% | $4,672-48.8% | $4,660-48.6% |
| Participant deferral / active EE | $8,748 | $6,462+35.4% | $5,626+55.5% | $6,688+30.8% |
| Admin fee / account holder | $11,175 | $19,313-42.1% | $15,912-29.8% | $13,397-16.6% |