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 | $417,963 | $127,065+228.9% | $113,168+269.3% | $142,382+193.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.66% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,690 | $3,442-50.9% | $2,975-43.2% | $4,299-60.7% |
| Participant deferral / active EE | $2,800 | $5,716-51.0% | $5,107-45.2% | $6,507-57.0% |
| Admin fee / account holder | $108,337 | $15,736+588.5% | $12,068+797.7% | $12,624+758.2% |