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 | $271,339 | $117,841+130.3% | $102,423+164.9% | $145,922+85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.15% | 31.65%-12.5pp | 29.32%-10.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $4,287 | $3,615+18.6% | $3,023+41.8% | $4,660-8.0% |
| Participant deferral / active EE | $16,232 | $5,731+183.2% | $5,053+221.2% | $6,688+142.7% |
| Admin fee / account holder | $8,920 | $13,326-33.1% | $9,451-5.6% | $13,397-33.4% |