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 | $412,130 | $85,022+384.7% | $70,515+484.5% | $139,434+195.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.49% | 30.38%-4.9pp | 32.77%-7.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,620 | $3,909-33.0% | $2,973-11.9% | $4,751-44.9% |
| Participant deferral / active EE | $12,000 | $5,890+103.7% | $4,567+162.8% | $6,710+78.8% |
| Admin fee / account holder | $246,262 | $8,906+2665.2% | $6,412+3740.7% | $11,403+2059.7% |