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 | $268,167 | $118,849+125.6% | $96,562+177.7% | $167,490+60.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.85% | 50.49%-39.6pp | 37.78%-26.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $4,023 | $3,120+29.0% | $2,356+70.7% | $4,837-16.8% |
| Participant deferral / active EE | $15,874 | $4,616+243.9% | $3,849+312.4% | $6,341+150.3% |
| Admin fee / account holder | $85,204 | $8,065+956.5% | $6,181+1278.5% | $12,309+592.2% |