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 | $277,079 | $227,553+21.8% | $189,557+46.2% | $167,490+65.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.88% | 78.40%-58.5pp | 64.17%-44.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $6,591 | $5,316+24.0% | $4,412+49.4% | $4,837+36.2% |
| Participant deferral / active EE | $12,818 | $7,002+83.1% | $6,174+107.6% | $6,341+102.1% |
| Admin fee / account holder | $66,050 | $11,878+456.1% | $9,807+573.5% | $12,309+436.6% |