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 | $420,390 | $97,757+330.0% | $83,848+401.4% | $135,375+210.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 18.78% | 1287.37%-1268.6pp | 850.88%-832.1pp | 519.73%-501.0pp |
| Employer contribution / active EE | $3,639 | $4,222-13.8% | $3,631+0.2% | $4,779-23.8% |
| Participant deferral / active EE | $5,198 | $4,682+11.0% | $4,082+27.3% | $5,609-7.3% |
| Admin fee / account holder | $16,542 | $6,674+147.9% | $5,478+202.0% | $10,827+52.8% |