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 | $302,805 | $123,909+144.4% | $69,647+334.8% | $145,922+107.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 12.44% | 190.55%-178.1pp | 100.48%-88.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $23,632 | $2,682+781.3% | $1,712+1280.0% | $4,660+407.2% |
| Participant deferral / active EE | $11,106 | $4,236+162.2% | $2,886+284.8% | $6,688+66.1% |
| Admin fee / account holder | $2,194 | $7,863-72.1% | $4,713-53.4% | $13,397-83.6% |