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 | $415,352 | $117,841+252.5% | $102,423+305.5% | $145,922+184.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.19% | 31.65%-18.5pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,533 | $3,615+25.4% | $3,023+49.9% | $4,660-2.7% |
| Participant deferral / active EE | $13,998 | $5,731+144.3% | $5,053+177.0% | $6,688+109.3% |
| Admin fee / account holder | $37,956 | $13,326+184.8% | $9,451+301.6% | $13,397+183.3% |