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 | $321,836 | $118,849+170.8% | $96,562+233.3% | $167,490+92.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.54% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,276 | $3,120-27.0% | $2,356-3.4% | $4,837-53.0% |
| Participant deferral / active EE | $9,346 | $4,616+102.5% | $3,849+142.8% | $6,341+47.4% |
| Admin fee / account holder | $4,400 | $8,065-45.4% | $6,181-28.8% | $12,309-64.3% |