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 | $397,668 | $117,841+237.5% | $102,423+288.3% | $145,922+172.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,853 | $3,615+34.3% | $3,023+60.5% | $4,660+4.2% |
| Participant deferral / active EE | $2,456 | $5,731-57.1% | $5,053-51.4% | $6,688-63.3% |
| Admin fee / account holder | $54,871 | $13,326+311.8% | $9,451+480.6% | $13,397+309.6% |