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 | $336,616 | $117,841+185.7% | $102,423+228.7% | $145,922+130.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,852 | $3,615-21.1% | $3,023-5.7% | $4,660-38.8% |
| Participant deferral / active EE | $9,515 | $5,731+66.0% | $5,053+88.3% | $6,688+42.3% |
| Admin fee / account holder | $6,426 | $13,326-51.8% | $9,451-32.0% | $13,397-52.0% |