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 | $306,025 | $124,319+146.2% | $111,297+175.0% | $167,490+82.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 30.64% | 37.44%-6.8pp | 54.65%-24.0pp | 478.56%-447.9pp |
| Employer contribution / active EE | $2,465 | $3,435-28.3% | $2,731-9.8% | $4,837-49.1% |
| Participant deferral / active EE | $5,387 | $5,180+4.0% | $4,487+20.0% | $6,341-15.1% |
| Admin fee / account holder | $30,793 | $10,618+190.0% | $7,964+286.7% | $12,309+150.2% |