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 | $418,451 | $117,859+255.0% | $102,438+308.5% | $145,959+186.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 31.72%-19.8pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $24,908 | $3,615+589.0% | $3,024+723.8% | $4,661+434.4% |
| Participant deferral / active EE | $31,807 | $5,732+454.9% | $5,054+529.4% | $6,689+375.5% |
| Admin fee / account holder | $7,840 | $13,318-41.1% | $9,448-17.0% | $13,398-41.5% |