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 | $420,208 | $157,256+167.2% | $141,162+197.7% | $152,861+174.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.53% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,116 | $5,261-40.8% | $4,735-34.2% | $4,762-34.6% |
| Participant deferral / active EE | $11,699 | $7,109+64.6% | $6,709+74.4% | $5,850+100.0% |
| Admin fee / account holder | $6,902 | $12,120-43.1% | $10,261-32.7% | $11,596-40.5% |