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 | $275,761 | $79,171+248.3% | $102,423+169.2% | $74,495+270.2% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 20.33% | 54.93%-34.6pp | 29.32%-9.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,832 | $2,362+19.9% | $3,023-6.3% | $2,623+8.0% |
| Participant deferral / active EE | $7,157 | $4,415+62.1% | $5,053+41.6% | $4,346+64.7% |
| Admin fee / account holder | $27,461 | $2,001+1272.6% | $9,451+190.6% | $1,942+1314.3% |