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 | $253,428 | $152,587+66.1% | $125,175+102.5% | $152,861+65.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.89% | 54.84%-37.0pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $18,252 | $4,946+269.0% | $3,865+372.2% | $4,762+283.3% |
| Participant deferral / active EE | $15,260 | $5,868+160.1% | $4,937+209.1% | $5,850+160.8% |
| Admin fee / account holder | $4,527 | $13,434-66.3% | $9,702-53.3% | $11,596-61.0% |