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 | $365,871 | $117,841+210.5% | $102,423+257.2% | $145,922+150.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.06% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $26,890 | $3,615+643.9% | $3,023+789.4% | $4,660+477.1% |
| Participant deferral / active EE | $9,200 | $5,731+60.5% | $5,053+82.1% | $6,688+37.6% |
| Admin fee / account holder | $366,775 | $13,326+2652.3% | $9,451+3780.9% | $13,397+2637.7% |