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 | $277,925 | $117,841+135.8% | $102,423+171.3% | $145,922+90.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 31.65%-16.9pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,734 | $3,615+3.3% | $3,023+23.5% | $4,660-19.9% |
| Participant deferral / active EE | $9,735 | $5,731+69.9% | $5,053+92.7% | $6,688+45.6% |
| Admin fee / account holder | $52,442 | $13,326+293.5% | $9,451+454.9% | $13,397+291.4% |