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 | $276,904 | $126,574+118.8% | $106,213+160.7% | $145,922+89.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.47% | 224.79%-202.3pp | 116.14%-93.7pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,612 | $3,730-56.8% | $3,171-49.2% | $4,660-65.4% |
| Participant deferral / active EE | $5,095 | $5,724-11.0% | $5,016+1.6% | $6,688-23.8% |
| Admin fee / account holder | $32,933 | $17,304+90.3% | $11,033+198.5% | $13,397+145.8% |