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 | $306,593 | $157,256+95.0% | $141,162+117.2% | $152,861+100.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.26% | 64.32%-32.1pp | 71.39%-39.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $12,219 | $5,261+132.3% | $4,735+158.1% | $4,762+156.6% |
| Participant deferral / active EE | $7,608 | $7,109+7.0% | $6,709+13.4% | $5,850+30.0% |
| Admin fee / account holder | $2,064 | $12,120-83.0% | $10,261-79.9% | $11,596-82.2% |