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 | $333,329 | $171,164+94.7% | $127,761+160.9% | $152,861+118.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 16.67% | 23.54%-6.9pp | 26.14%-9.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,860 | $5,447-10.8% | $4,574+6.3% | $4,762+2.1% |
| Participant deferral / active EE | $10,781 | $7,038+53.2% | $6,021+79.1% | $5,850+84.3% |
| Admin fee / account holder | $89,084 | $14,530+513.1% | $9,395+848.2% | $11,596+668.2% |