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 | $308,663 | $157,256+96.3% | $141,162+118.7% | $152,861+101.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.37% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,275 | $5,261-56.8% | $4,735-52.0% | $4,762-52.2% |
| Participant deferral / active EE | $12,477 | $7,109+75.5% | $6,709+86.0% | $5,850+113.3% |
| Admin fee / account holder | $3,166 | $12,120-73.9% | $10,261-69.1% | $11,596-72.7% |