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 | $302,081 | $152,587+98.0% | $125,175+141.3% | $152,861+97.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.96% | 54.84%-29.9pp | 43.79%-18.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,076 | $4,946-58.0% | $3,865-46.3% | $4,762-56.4% |
| Participant deferral / active EE | $5,723 | $5,868-2.5% | $4,937+15.9% | $5,850-2.2% |
| Admin fee / account holder | $321 | $13,434-97.6% | $9,702-96.7% | $11,596-97.2% |