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 | $272,112 | $176,812+53.9% | $146,665+85.5% | $167,490+62.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.25% | 24.03%-13.8pp | 22.74%-12.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $5,622 | $5,160+9.0% | $4,136+35.9% | $4,837+16.2% |
| Participant deferral / active EE | $10,458 | $6,440+62.4% | $5,506+89.9% | $6,341+64.9% |
| Admin fee / account holder | $309 | $13,259-97.7% | $10,280-97.0% | $12,309-97.5% |