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 | $380,636 | $157,256+142.0% | $141,162+169.6% | $152,861+149.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.90% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $9,194 | $5,261+74.8% | $4,735+94.2% | $4,762+93.1% |
| Participant deferral / active EE | $10,104 | $7,109+42.1% | $6,709+50.6% | $5,850+72.7% |
| Admin fee / account holder | $12,891 | $12,120+6.4% | $10,261+25.6% | $11,596+11.2% |