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 | $365,503 | $126,574+188.8% | $106,213+244.1% | $145,922+150.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.79% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,248 | $3,730-39.8% | $3,171-29.1% | $4,660-51.8% |
| Participant deferral / active EE | $9,525 | $5,724+66.4% | $5,016+89.9% | $6,688+42.4% |
| Admin fee / account holder | $5,333 | $17,304-69.2% | $11,033-51.7% | $13,397-60.2% |