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 | $250,058 | $127,065+96.8% | $113,168+121.0% | $142,382+75.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.78% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $15,974 | $3,442+364.1% | $2,975+436.9% | $4,299+271.6% |
| Participant deferral / active EE | $22,194 | $5,716+288.3% | $5,107+334.6% | $6,507+241.1% |
| Admin fee / account holder | $183,456 | $15,736+1065.8% | $12,068+1420.2% | $12,624+1353.3% |