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 | $270,458 | $157,256+72.0% | $141,162+91.6% | $152,861+76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.92% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $10,835 | $5,261+105.9% | $4,735+128.8% | $4,762+127.5% |
| Participant deferral / active EE | $3,750 | $7,109-47.2% | $6,709-44.1% | $5,850-35.9% |
| Admin fee / account holder | $12,144 | $12,120+0.2% | $10,261+18.3% | $11,596+4.7% |