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 | $374,309 | $74,888+399.8% | $71,209+425.6% | $142,382+162.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.98% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,865 | $2,854-34.7% | $2,721-31.5% | $4,299-56.6% |
| Participant deferral / active EE | $15,500 | $4,454+248.0% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $3,238 | $5,568-41.9% | $5,349-39.5% | $12,624-74.4% |