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 | $323,408 | $114,381+182.7% | $107,525+200.8% | $142,382+127.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,976 | $4,015-50.8% | $3,754-47.4% | $4,299-54.0% |
| Participant deferral / active EE | $3,493 | $5,564-37.2% | $5,116-31.7% | $6,507-46.3% |
| Admin fee / account holder | $4,259 | $9,860-56.8% | $8,919-52.3% | $12,624-66.3% |