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 | $372,316 | $201,259+85.0% | $184,200+102.1% | $145,959+155.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,599 | $7,018-48.7% | $6,424-44.0% | $4,661-22.8% |
| Participant deferral / active EE | $9,113 | $9,806-7.1% | $9,132-0.2% | $6,689+36.2% |
| Admin fee / account holder | $37,356 | $16,372+128.2% | $13,907+168.6% | $13,398+178.8% |