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 8-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 | $309,240 | $157,256+96.6% | $141,162+119.1% | $152,861+102.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.99% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,106 | $5,261+73.1% | $4,735+92.3% | $4,762+91.2% |
| Participant deferral / active EE | $10,065 | $7,109+41.6% | $6,709+50.0% | $5,850+72.0% |
| Admin fee / account holder | $28,113 | $12,120+132.0% | $10,261+174.0% | $11,596+142.4% |