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 | $279,444 | $117,841+137.1% | $102,423+172.8% | $145,922+91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,431 | $3,615-60.4% | $3,023-52.7% | $4,660-69.3% |
| Participant deferral / active EE | $2,993 | $5,731-47.8% | $5,053-40.8% | $6,688-55.2% |
| Admin fee / account holder | $9,219 | $13,326-30.8% | $9,451-2.4% | $13,397-31.2% |