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 | $314,102 | $176,662+77.8% | $130,648+140.4% | $152,861+105.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.26% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,196 | $5,742-61.7% | $4,092-46.3% | $4,762-53.9% |
| Participant deferral / active EE | $2,472 | $4,361-43.3% | $3,603-31.4% | $5,850-57.7% |
| Admin fee / account holder | $4,147 | $7,133-41.9% | $5,464-24.1% | $11,596-64.2% |