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 | $267,401 | $102,382+161.2% | $147,005+81.9% | $80,874+230.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.33% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $973 | $3,715-73.8% | $4,934-80.3% | $2,756-64.7% |
| Participant deferral / active EE | $10,558 | $6,646+58.9% | $8,070+30.8% | $4,297+145.7% |
| Admin fee / account holder | $55,206 | $7,942+595.1% | $13,006+324.5% | $6,935+696.0% |