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 | $279,710 | $117,841+137.4% | $102,423+173.1% | $145,922+91.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.76% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,513 | $3,615-30.5% | $3,023-16.9% | $4,660-46.1% |
| Participant deferral / active EE | $7,938 | $5,731+38.5% | $5,053+57.1% | $6,688+18.7% |
| Admin fee / account holder | $1,206 | $13,326-91.0% | $9,451-87.2% | $13,397-91.0% |