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 | $423,766 | $176,812+139.7% | $146,665+188.9% | $167,490+153.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.06% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $18,689 | $5,160+262.2% | $4,136+351.8% | $4,837+286.3% |
| Participant deferral / active EE | $4,534 | $6,440-29.6% | $5,506-17.7% | $6,341-28.5% |
| Admin fee / account holder | $6,152 | $13,259-53.6% | $10,280-40.2% | $12,309-50.0% |