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 | $258,869 | $127,065+103.7% | $113,168+128.7% | $142,382+81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.19% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,778 | $3,442-19.3% | $2,975-6.6% | $4,299-35.4% |
| Participant deferral / active EE | $4,949 | $5,716-13.4% | $5,107-3.1% | $6,507-24.0% |
| Admin fee / account holder | $1,606 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |