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 | $292,955 | $117,841+148.6% | $102,423+186.0% | $145,922+100.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.69% | 31.65%-21.0pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,779 | $3,615+115.2% | $3,023+157.3% | $4,660+66.9% |
| Participant deferral / active EE | $12,815 | $5,731+123.6% | $5,053+153.6% | $6,688+91.6% |
| Admin fee / account holder | $24,441 | $13,326+83.4% | $9,451+158.6% | $13,397+82.4% |