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 | $299,061 | $117,841+153.8% | $102,423+192.0% | $145,922+104.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 31.65%-18.0pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,034 | $3,615+11.6% | $3,023+33.4% | $4,660-13.4% |
| Participant deferral / active EE | $7,063 | $5,731+23.2% | $5,053+39.8% | $6,688+5.6% |
| Admin fee / account holder | $1,457 | $13,326-89.1% | $9,451-84.6% | $13,397-89.1% |