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 9-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 | $315,950 | $154,117+105.0% | $129,995+143.0% | $139,434+126.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 21.65% | 32.48%-10.8pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $29,174 | $5,289+451.6% | $4,320+575.4% | $4,751+514.1% |
| Participant deferral / active EE | $11,951 | $6,710+78.1% | $5,820+105.3% | $6,710+78.1% |
| Admin fee / account holder | $22,373 | $14,007+59.7% | $10,614+110.8% | $11,403+96.2% |