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 | $257,958 | $165,984+55.4% | $164,813+56.5% | $145,922+76.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.17% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,840 | $5,273-46.1% | $4,341-34.6% | $4,660-39.1% |
| Participant deferral / active EE | $6,238 | $6,959-10.4% | $6,031+3.4% | $6,688-6.7% |
| Admin fee / account holder | $11,214 | $16,648-32.6% | $12,690-11.6% | $13,397-16.3% |