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 | $296,975 | $157,256+88.8% | $141,162+110.4% | $152,861+94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.75% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,980 | $5,261-62.4% | $4,735-58.2% | $4,762-58.4% |
| Participant deferral / active EE | $14,250 | $7,109+100.4% | $6,709+112.4% | $5,850+143.6% |
| Admin fee / account holder | $878 | $12,120-92.8% | $10,261-91.4% | $11,596-92.4% |