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 | $253,722 | $117,841+115.3% | $102,423+147.7% | $145,922+73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.28% | 31.65%-11.4pp | 29.32%-9.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,701 | $3,615-25.3% | $3,023-10.7% | $4,660-42.0% |
| Participant deferral / active EE | $7,685 | $5,731+34.1% | $5,053+52.1% | $6,688+14.9% |
| Admin fee / account holder | $2,240 | $13,326-83.2% | $9,451-76.3% | $13,397-83.3% |