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 | $289,128 | $97,757+195.8% | $83,848+244.8% | $135,375+113.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.54% | 1287.37%-1284.8pp | 850.88%-848.3pp | 519.73%-517.2pp |
| Employer contribution / active EE | $3,984 | $4,222-5.6% | $3,631+9.7% | $4,779-16.6% |
| Participant deferral / active EE | $12,988 | $4,682+177.4% | $4,082+218.2% | $5,609+131.6% |
| Admin fee / account holder | $6,388 | $6,674-4.3% | $5,478+16.6% | $10,827-41.0% |