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 | $405,277 | $112,096+261.5% | $95,952+322.4% | $158,922+155.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.43% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,220 | $3,198-30.6% | $2,541-12.6% | $4,761-53.4% |
| Participant deferral / active EE | $7,451 | $4,784+55.7% | $4,167+78.8% | $5,982+24.6% |
| Admin fee / account holder | $4,620 | $10,130-54.4% | $6,795-32.0% | $11,246-58.9% |