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 | $328,290 | $107,934+204.2% | $91,989+256.9% | $152,861+114.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.56% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,018 | $4,210-4.6% | $3,452+16.4% | $4,762-15.6% |
| Participant deferral / active EE | $3,198 | $6,364-49.7% | $5,923-46.0% | $5,850-45.3% |
| Admin fee / account holder | $4,675 | $10,520-55.6% | $7,743-39.6% | $11,596-59.7% |