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 | $373,906 | $115,770+223.0% | $101,248+269.3% | $158,922+135.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.55% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,853 | $4,175-55.6% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $5,233 | $4,957+5.6% | $4,370+19.8% | $5,982-12.5% |
| Admin fee / account holder | $72,927 | $7,245+906.6% | $5,945+1126.6% | $11,246+548.5% |