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 | $399,246 | $117,841+238.8% | $102,423+289.8% | $145,922+173.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.64% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,690 | $3,615-25.6% | $3,023-11.0% | $4,660-42.3% |
| Participant deferral / active EE | $15,806 | $5,731+175.8% | $5,053+212.8% | $6,688+136.3% |
| Admin fee / account holder | $1,309 | $13,326-90.2% | $9,451-86.1% | $13,397-90.2% |