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 | $321,397 | $197,591+62.7% | $177,821+80.7% | $158,922+102.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.07% | 58.76%-38.7pp | 48.32%-28.2pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,734 | $6,697-44.2% | $5,918-36.9% | $4,761-21.6% |
| Participant deferral / active EE | $11,019 | $8,405+31.1% | $7,714+42.8% | $5,982+84.2% |
| Admin fee / account holder | $105,774 | $15,399+586.9% | $12,427+751.1% | $11,246+840.6% |