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 | $264,717 | $72,071+267.3% | $68,368+287.2% | $137,256+92.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.43% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,024 | $2,788+8.5% | $2,649+14.2% | $4,156-27.2% |
| Participant deferral / active EE | $3,463 | $4,410-21.5% | $4,123-16.0% | $6,407-46.0% |
| Admin fee / account holder | $3,017 | $5,336-43.5% | $5,150-41.4% | $12,270-75.4% |