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 | $427,379 | $114,381+273.6% | $107,525+297.5% | $142,382+200.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.17% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,066 | $4,015-23.6% | $3,754-18.3% | $4,299-28.7% |
| Participant deferral / active EE | $6,845 | $5,564+23.0% | $5,116+33.8% | $6,507+5.2% |
| Admin fee / account holder | $12,595 | $9,860+27.7% | $8,919+41.2% | $12,624-0.2% |