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 | $494,546 | $104,974+371.1% | $95,585+417.4% | $142,382+247.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.05% | 210.33%-199.3pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,103 | $2,779-60.3% | $2,527-56.4% | $4,299-74.4% |
| Participant deferral / active EE | $5,237 | $4,352+20.3% | $4,023+30.2% | $6,507-19.5% |
| Admin fee / account holder | $155,526 | $6,386+2335.4% | $6,127+2438.2% | $12,624+1132.0% |