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 | $259,853 | $152,587+70.3% | $125,175+107.6% | $152,861+70.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.52% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,312 | $4,946+27.6% | $3,865+63.3% | $4,762+32.5% |
| Participant deferral / active EE | $6,361 | $5,868+8.4% | $4,937+28.8% | $5,850+8.7% |
| Admin fee / account holder | $174,390 | $13,434+1198.1% | $9,702+1697.4% | $11,596+1403.8% |