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 | $365,248 | $91,190+300.5% | $178,490+104.6% | $79,858+357.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.52% | 24.19%-5.7pp | 151.07%-132.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $4,231 | $3,256+29.9% | $5,011-15.6% | $2,471+71.2% |
| Participant deferral / active EE | $6,689 | $3,236+106.7% | $5,202+28.6% | $3,740+78.8% |
| Admin fee / account holder | $1,158 | $6,751-82.8% | $13,984-91.7% | $5,306-78.2% |