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 | $349,541 | $117,841+196.6% | $102,423+241.3% | $145,922+139.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,398 | $3,615+132.3% | $3,023+177.8% | $4,660+80.2% |
| Participant deferral / active EE | $5,293 | $5,731-7.6% | $5,053+4.7% | $6,688-20.9% |
| Admin fee / account holder | $146,337 | $13,326+998.1% | $9,451+1448.4% | $13,397+992.3% |