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 | $268,398 | $116,175+131.0% | $93,606+186.7% | $152,861+75.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.13% | 35.96%-16.8pp | 32.76%-13.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,415 | $3,218-56.0% | $2,718-47.9% | $4,762-70.3% |
| Participant deferral / active EE | $4,553 | $4,603-1.1% | $4,069+11.9% | $5,850-22.2% |
| Admin fee / account holder | $2,817 | $10,748-73.8% | $7,888-64.3% | $11,596-75.7% |