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 | $342,823 | $133,958+155.9% | $112,228+205.5% | $134,475+154.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.01% | 47.11%-42.1pp | 27.45%-22.4pp | 417.96%-413.0pp |
| Employer contribution / active EE | $4,050 | $4,038+0.3% | $3,635+11.4% | $4,740-14.5% |
| Participant deferral / active EE | $7,168 | $5,291+35.5% | $4,728+51.6% | $6,400+12.0% |
| Admin fee / account holder | $10,811 | $7,489+44.4% | $6,410+68.7% | $11,426-5.4% |