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 | $261,346 | $157,256+66.2% | $141,162+85.1% | $152,861+71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.33% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $6,327 | $5,261+20.3% | $4,735+33.6% | $4,762+32.9% |
| Participant deferral / active EE | $10,973 | $7,109+54.3% | $6,709+63.6% | $5,850+87.6% |
| Admin fee / account holder | $49,984 | $12,120+312.4% | $10,261+387.1% | $11,596+331.0% |