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 | $304,498 | $155,788+95.5% | $124,672+144.2% | $167,490+81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.18% | 17.97%-3.8pp | 5142.93%-5128.7pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,372 | $4,163-19.0% | $3,324+1.4% | $4,837-30.3% |
| Participant deferral / active EE | $8,702 | $5,673+53.4% | $4,614+88.6% | $6,341+37.2% |
| Admin fee / account holder | $19,164 | $9,531+101.1% | $7,493+155.8% | $12,309+55.7% |