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 | $329,546 | $185,822+77.3% | $169,993+93.9% | $139,434+136.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.93% | 60.50%-37.6pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,925 | $7,590-61.5% | $6,785-56.9% | $4,751-38.4% |
| Participant deferral / active EE | $15,895 | $11,622+36.8% | $10,408+52.7% | $6,710+136.9% |
| Admin fee / account holder | $7,024 | $15,381-54.3% | $12,815-45.2% | $11,403-38.4% |