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 | $311,089 | $117,841+164.0% | $102,423+203.7% | $145,922+113.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.03% | 31.65%-12.6pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,930 | $3,615-46.6% | $3,023-36.2% | $4,660-58.6% |
| Participant deferral / active EE | $14,171 | $5,731+147.3% | $5,053+180.4% | $6,688+111.9% |
| Admin fee / account holder | $716 | $13,326-94.6% | $9,451-92.4% | $13,397-94.7% |