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 | $267,879 | $165,984+61.4% | $164,813+62.5% | $145,922+83.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.36% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,259 | $5,273-57.2% | $4,341-48.0% | $4,660-51.5% |
| Participant deferral / active EE | $8,265 | $6,959+18.8% | $6,031+37.0% | $6,688+23.6% |
| Admin fee / account holder | $120,455 | $16,648+623.6% | $12,690+849.2% | $13,397+799.1% |