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 | $281,908 | $157,256+79.3% | $141,162+99.7% | $152,861+84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.49% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,663 | $5,261-49.4% | $4,735-43.8% | $4,762-44.1% |
| Participant deferral / active EE | $8,192 | $7,109+15.2% | $6,709+22.1% | $5,850+40.0% |
| Admin fee / account holder | $6,932 | $12,120-42.8% | $10,261-32.4% | $11,596-40.2% |