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 | $261,186 | $91,190+186.4% | $178,490+46.3% | $79,858+227.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.84% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,123 | $3,256+118.8% | $5,011+42.2% | $2,471+188.3% |
| Participant deferral / active EE | $4,733 | $3,236+46.2% | $5,202-9.0% | $3,740+26.5% |
| Admin fee / account holder | $3,479 | $6,751-48.5% | $13,984-75.1% | $5,306-34.4% |