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 | $401,659 | $107,934+272.1% | $91,989+336.6% | $152,861+162.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.47% | 89.24%-64.8pp | 69.02%-44.6pp | 345.32%-320.9pp |
| Employer contribution / active EE | $663 | $4,210-84.3% | $3,452-80.8% | $4,762-86.1% |
| Participant deferral / active EE | $11,199 | $6,364+76.0% | $5,923+89.1% | $5,850+91.4% |
| Admin fee / account holder | $1,288 | $10,520-87.8% | $7,743-83.4% | $11,596-88.9% |