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 | $308,925 | $157,256+96.4% | $141,162+118.8% | $152,861+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.06% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,034 | $5,261+52.7% | $4,735+69.7% | $4,762+68.7% |
| Participant deferral / active EE | $5,732 | $7,109-19.4% | $6,709-14.6% | $5,850-2.0% |
| Admin fee / account holder | $1,921 | $12,120-84.1% | $10,261-81.3% | $11,596-83.4% |