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 | $257,025 | $157,256+63.4% | $141,162+82.1% | $152,861+68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.21% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $10,533 | $5,261+100.2% | $4,735+122.4% | $4,762+121.2% |
| Participant deferral / active EE | $13,657 | $7,109+92.1% | $6,709+103.6% | $5,850+133.4% |
| Admin fee / account holder | $10,734 | $12,120-11.4% | $10,261+4.6% | $11,596-7.4% |