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 | $342,162 | $53,822+535.7% | $75,696+352.0% | $85,850+298.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.07% | 24.54%-9.5pp | 104.53%-89.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,663 | $2,017-17.5% | $2,743-39.4% | $2,565-35.2% |
| Participant deferral / active EE | $5,591 | $2,895+93.1% | $3,821+46.3% | $3,952+41.5% |
| Admin fee / account holder | $13,339 | $3,343+299.0% | $3,619+268.6% | $6,260+113.1% |