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 | $328,462 | $171,164+91.9% | $127,761+157.1% | $152,861+114.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 16.73% | 23.54%-6.8pp | 26.14%-9.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,843 | $5,447-66.2% | $4,574-59.7% | $4,762-61.3% |
| Participant deferral / active EE | $10,722 | $7,038+52.3% | $6,021+78.1% | $5,850+83.3% |
| Admin fee / account holder | $60,706 | $14,530+317.8% | $9,395+546.1% | $11,596+423.5% |