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 | $260,716 | $127,777+104.0% | $106,548+144.7% | $167,490+55.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.70% | 33.87%-21.2pp | 26.80%-14.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,286 | $3,427+25.1% | $2,819+52.0% | $4,837-11.4% |
| Participant deferral / active EE | $6,861 | $5,087+34.9% | $4,398+56.0% | $6,341+8.2% |
| Admin fee / account holder | $3,030 | $11,228-73.0% | $7,407-59.1% | $12,309-75.4% |