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 | $253,254 | $176,812+43.2% | $146,665+72.7% | $167,490+51.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.53% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,653 | $5,160-29.2% | $4,136-11.7% | $4,837-24.5% |
| Participant deferral / active EE | $4,910 | $6,440-23.8% | $5,506-10.8% | $6,341-22.6% |
| Admin fee / account holder | $88,863 | $13,259+570.2% | $10,280+764.5% | $12,309+621.9% |