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 | $416,408 | $152,587+172.9% | $125,175+232.7% | $152,861+172.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.44% | 54.84%-39.4pp | 43.79%-28.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $4,168 | $4,946-15.7% | $3,865+7.8% | $4,762-12.5% |
| Participant deferral / active EE | $8,321 | $5,868+41.8% | $4,937+68.6% | $5,850+42.2% |
| Admin fee / account holder | $26,473 | $13,434+97.1% | $9,702+172.9% | $11,596+128.3% |