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 | $354,899 | $88,672+300.2% | $105,223+237.3% | $82,448+330.5% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 18.35% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,049 | $3,048-65.6% | $3,689-71.6% | $2,551-58.9% |
| Participant deferral / active EE | $10,619 | $4,036+163.1% | $5,072+109.4% | $4,139+156.5% |
| Admin fee / account holder | $41,192 | $7,146+476.4% | $8,859+365.0% | $7,234+469.4% |