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 | $269,738 | $91,190+195.8% | $178,490+51.1% | $79,858+237.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.57% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,064 | $3,256+55.5% | $5,011+1.1% | $2,471+104.9% |
| Participant deferral / active EE | $5,081 | $3,236+57.0% | $5,202-2.3% | $3,740+35.9% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.1% |