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 | $306,295 | $152,587+100.7% | $125,175+144.7% | $152,861+100.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.80% | 54.84%-30.0pp | 43.79%-19.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,608 | $4,946-27.0% | $3,865-6.6% | $4,762-24.2% |
| Participant deferral / active EE | $10,164 | $5,868+73.2% | $4,937+105.9% | $5,850+73.7% |
| Admin fee / account holder | $26,545 | $13,434+97.6% | $9,702+173.6% | $11,596+128.9% |