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 | $250,653 | $112,096+123.6% | $95,952+161.2% | $158,922+57.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.60% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,671 | $3,198-16.5% | $2,541+5.1% | $4,761-43.9% |
| Participant deferral / active EE | $8,769 | $4,784+83.3% | $4,167+110.4% | $5,982+46.6% |
| Admin fee / account holder | $17,345 | $10,130+71.2% | $6,795+155.3% | $11,246+54.2% |