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 | $310,849 | $152,587+103.7% | $125,175+148.3% | $152,861+103.4% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 24.44% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $39,278 | $4,946+694.1% | $3,865+916.1% | $4,762+724.8% |
| Participant deferral / active EE | $9,515 | $5,868+62.2% | $4,937+92.7% | $5,850+62.6% |
| Admin fee / account holder | $17,439 | $13,434+29.8% | $9,702+79.7% | $11,596+50.4% |