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 | $250,313 | $124,281+101.4% | $109,143+129.3% | $167,490+49.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.30% | 26.04%-13.7pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $5,746 | $4,207+36.6% | $3,722+54.4% | $4,837+18.8% |
| Participant deferral / active EE | $3,961 | $5,255-24.6% | $4,653-14.9% | $6,341-37.5% |
| Admin fee / account holder | $71,585 | $7,970+798.2% | $6,752+960.2% | $12,309+481.6% |