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 | $258,878 | $117,859+119.7% | $102,438+152.7% | $145,959+77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,240 | $3,615-38.0% | $3,024-25.9% | $4,661-51.9% |
| Participant deferral / active EE | $5,500 | $5,732-4.0% | $5,054+8.8% | $6,689-17.8% |
| Admin fee / account holder | $112,777 | $13,318+746.8% | $9,448+1093.7% | $13,398+741.8% |