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 | $350,884 | $115,770+203.1% | $101,248+246.6% | $158,922+120.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.06% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,102 | $4,175-49.7% | $3,660-42.6% | $4,761-55.9% |
| Participant deferral / active EE | $13,860 | $4,957+179.6% | $4,370+217.2% | $5,982+131.7% |
| Admin fee / account holder | $8,951 | $7,245+23.5% | $5,945+50.5% | $11,246-20.4% |