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 | $391,453 | $112,096+249.2% | $95,952+308.0% | $158,922+146.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.03% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $6,019 | $3,198+88.2% | $2,541+136.9% | $4,761+26.4% |
| Participant deferral / active EE | $12,157 | $4,784+154.1% | $4,167+191.8% | $5,982+103.2% |
| Admin fee / account holder | $52,578 | $10,130+419.0% | $6,795+673.7% | $11,246+367.5% |