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 | $419,496 | $755,339-44.5% | $379,746+10.5% | $158,922+164.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 51.18% | 53.41%-2.2pp | 34.90%+16.3pp | 302.83%-251.6pp |
| Employer contribution / active EE | $3,175 | $4,685-32.2% | $3,540-10.3% | $4,761-33.3% |
| Participant deferral / active EE | $12,360 | $7,938+55.7% | $6,024+105.2% | $5,982+106.6% |
| Admin fee / account holder | $53,003 | $14,482+266.0% | $7,927+568.7% | $11,246+371.3% |