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 | $270,083 | $152,587+77.0% | $125,175+115.8% | $152,861+76.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.99% | 54.84%-37.8pp | 43.79%-26.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,400 | $4,946-31.3% | $3,865-12.0% | $4,762-28.6% |
| Participant deferral / active EE | $5,562 | $5,868-5.2% | $4,937+12.7% | $5,850-4.9% |
| Admin fee / account holder | $55,066 | $13,434+309.9% | $9,702+467.6% | $11,596+374.9% |