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 | $429,647 | $179,726+139.1% | $156,263+175.0% | $142,382+201.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.43% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,789 | $5,069-64.7% | $4,333-58.7% | $4,299-58.4% |
| Participant deferral / active EE | $14,500 | $6,956+108.5% | $6,158+135.5% | $6,507+122.8% |
| Admin fee / account holder | $12,519 | $17,272-27.5% | $14,255-12.2% | $12,624-0.8% |