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 4-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 | $295,563 | $165,984+78.1% | $164,813+79.3% | $145,922+102.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.47% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,697 | $5,273-48.9% | $4,341-37.9% | $4,660-42.1% |
| Participant deferral / active EE | $8,186 | $6,959+17.6% | $6,031+35.7% | $6,688+22.4% |
| Admin fee / account holder | $13,333 | $16,648-19.9% | $12,690+5.1% | $13,397-0.5% |