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 | $310,118 | $162,781+90.5% | $133,956+131.5% | $158,922+95.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.23% | 41.94%-27.7pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $7,471 | $4,975+50.2% | $3,919+90.7% | $4,761+56.9% |
| Participant deferral / active EE | $6,377 | $5,911+7.9% | $5,048+26.3% | $5,982+6.6% |
| Admin fee / account holder | $39,373 | $11,736+235.5% | $8,927+341.0% | $11,246+250.1% |