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 | $283,780 | $214,378+32.4% | $200,582+41.5% | $142,382+99.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.77% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,617 | $6,841-32.5% | $6,419-28.1% | $4,299+7.4% |
| Participant deferral / active EE | $13,166 | $9,865+33.5% | $9,331+41.1% | $6,507+102.3% |
| Admin fee / account holder | $148,311 | $17,692+738.3% | $16,305+809.6% | $12,624+1074.9% |