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 | $280,923 | $162,781+72.6% | $133,956+109.7% | $158,922+76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.43% | 41.94%-17.5pp | 45.09%-20.7pp | 302.83%-278.4pp |
| Employer contribution / active EE | $3,527 | $4,975-29.1% | $3,919-10.0% | $4,761-25.9% |
| Participant deferral / active EE | $3,420 | $5,911-42.1% | $5,048-32.2% | $5,982-42.8% |
| Admin fee / account holder | $364 | $11,736-96.9% | $8,927-95.9% | $11,246-96.8% |