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 | $294,196 | $96,635+204.4% | $86,612+239.7% | $139,434+111.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,549 | $3,263+8.8% | $3,022+17.4% | $4,751-25.3% |
| Participant deferral / active EE | $2,187 | $4,836-54.8% | $4,438-50.7% | $6,710-67.4% |
| Admin fee / account holder | $2,050 | $6,408-68.0% | $5,614-63.5% | $11,403-82.0% |