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 | $346,065 | $209,336+65.3% | $197,124+75.6% | $137,256+152.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.72% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $16,357 | $6,591+148.2% | $6,227+162.7% | $4,156+293.6% |
| Participant deferral / active EE | $16,761 | $9,614+74.3% | $9,135+83.5% | $6,407+161.6% |
| Admin fee / account holder | $3,024 | $17,308-82.5% | $16,298-81.4% | $12,270-75.4% |