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 | $340,178 | $117,841+188.7% | $102,423+232.1% | $145,922+133.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,535 | $3,615+136.1% | $3,023+182.3% | $4,660+83.2% |
| Participant deferral / active EE | $4,422 | $5,731-22.8% | $5,053-12.5% | $6,688-33.9% |
| Admin fee / account holder | $19,346 | $13,326+45.2% | $9,451+104.7% | $13,397+44.4% |