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 | $389,404 | $227,553+71.1% | $189,557+105.4% | $167,490+132.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.67% | 78.40%-61.7pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,367 | $5,316-36.7% | $4,412-23.7% | $4,837-30.4% |
| Participant deferral / active EE | $6,999 | $7,0020% | $6,174+13.4% | $6,341+10.4% |
| Admin fee / account holder | $9,560 | $11,878-19.5% | $9,807-2.5% | $12,309-22.3% |