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 | $315,586 | $104,974+200.6% | $95,585+230.2% | $142,382+121.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,061 | $2,779+10.2% | $2,527+21.1% | $4,299-28.8% |
| Participant deferral / active EE | $5,388 | $4,352+23.8% | $4,023+33.9% | $6,507-17.2% |
| Admin fee / account holder | $12,680 | $6,386+98.6% | $6,127+106.9% | $12,624+0.4% |