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 | $359,031 | $85,022+322.3% | $70,515+409.2% | $139,434+157.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.05% | 30.38%-16.3pp | 32.77%-18.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,053 | $3,909-47.5% | $2,973-31.0% | $4,751-56.8% |
| Participant deferral / active EE | $6,418 | $5,890+9.0% | $4,567+40.5% | $6,710-4.4% |
| Admin fee / account holder | $13,404 | $8,906+50.5% | $6,412+109.0% | $11,403+17.6% |