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 | $533,390 | $176,812+201.7% | $146,665+263.7% | $167,490+218.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.04% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,759 | $5,160-27.2% | $4,136-9.1% | $4,837-22.3% |
| Participant deferral / active EE | $18,233 | $6,440+183.1% | $5,506+231.2% | $6,341+187.5% |
| Admin fee / account holder | $5,301 | $13,259-60.0% | $10,280-48.4% | $12,309-56.9% |