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 | $324,851 | $127,777+154.2% | $106,548+204.9% | $167,490+94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 33.87%-17.8pp | 26.80%-10.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,669 | $3,427-22.1% | $2,819-5.3% | $4,837-44.8% |
| Participant deferral / active EE | $5,526 | $5,087+8.6% | $4,398+25.6% | $6,341-12.9% |
| Admin fee / account holder | $206,813 | $11,228+1741.9% | $7,407+2692.0% | $12,309+1580.2% |