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 | $454,960 | $167,484+171.6% | $151,611+200.1% | $134,475+238.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $7,790 | $6,829+14.1% | $6,166+26.3% | $4,740+64.4% |
| Participant deferral / active EE | $15,263 | $8,986+69.9% | $8,363+82.5% | $6,400+138.5% |
| Admin fee / account holder | $5,074 | $13,783-63.2% | $11,616-56.3% | $11,426-55.6% |