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 | $416,674 | $100,041+316.5% | $149,718+178.3% | $70,131+494.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.95% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $13,257 | $3,662+262.0% | $5,445+143.5% | $2,342+465.9% |
| Participant deferral / active EE | $10,382 | $4,983+108.4% | $6,569+58.1% | $3,332+211.6% |
| Admin fee / account holder | $3,768 | $8,286-54.5% | $11,283-66.6% | $4,645-18.9% |