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 | $266,473 | $179,726+48.3% | $156,263+70.5% | $142,382+87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.74% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,763 | $5,069+33.4% | $4,333+56.1% | $4,299+57.3% |
| Participant deferral / active EE | $14,463 | $6,956+107.9% | $6,158+134.8% | $6,507+122.3% |
| Admin fee / account holder | $1,250 | $17,272-92.8% | $14,255-91.2% | $12,624-90.1% |