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 | $352,862 | $162,781+116.8% | $133,956+163.4% | $158,922+122.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.42% | 41.94%-21.5pp | 45.09%-24.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $4,448 | $4,975-10.6% | $3,919+13.5% | $4,761-6.6% |
| Participant deferral / active EE | $16,752 | $5,911+183.4% | $5,048+231.9% | $5,982+180.0% |
| Admin fee / account holder | $2,556 | $11,736-78.2% | $8,927-71.4% | $11,246-77.3% |