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 | $378,084 | $127,065+197.6% | $113,168+234.1% | $142,382+165.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.72% | 24.03%-12.3pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,239 | $3,442-64.0% | $2,975-58.3% | $4,299-71.2% |
| Participant deferral / active EE | $4,410 | $5,716-22.9% | $5,107-13.6% | $6,507-32.2% |
| Admin fee / account holder | $69,508 | $15,736+341.7% | $12,068+476.0% | $12,624+450.6% |