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 | $414,972 | $232,540+78.5% | $185,117+124.2% | $147,584+181.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.83% | 43.03%-27.2pp | 40.50%-24.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $12,196 | $5,195+134.8% | $4,182+191.7% | $4,876+150.1% |
| Participant deferral / active EE | $20,065 | $5,834+244.0% | $5,045+297.7% | $5,439+268.9% |
| Admin fee / account holder | $6,021 | $10,275-41.4% | $8,159-26.2% | $10,885-44.7% |