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 | $294,024 | $140,940+108.6% | $112,229+162.0% | $139,434+110.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.27% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $11,832 | $4,283+176.2% | $3,430+244.9% | $4,751+149.1% |
| Participant deferral / active EE | $3,635 | $5,874-38.1% | $4,798-24.2% | $6,710-45.8% |
| Admin fee / account holder | $14,785 | $9,954+48.5% | $7,748+90.8% | $11,403+29.7% |