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 | $274,022 | $107,334+155.3% | $92,893+195.0% | $152,861+79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.73% | 145.58%-122.8pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,330 | $4,221-44.8% | $3,653-36.2% | $4,762-51.1% |
| Participant deferral / active EE | $5,424 | $4,845+12.0% | $4,236+28.0% | $5,850-7.3% |
| Admin fee / account holder | $28,547 | $7,079+303.2% | $5,794+392.7% | $11,596+146.2% |