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 | $276,712 | $179,726+54.0% | $156,263+77.1% | $142,382+94.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.32% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,637 | $5,069-48.0% | $4,333-39.1% | $4,299-38.7% |
| Participant deferral / active EE | $8,519 | $6,956+22.5% | $6,158+38.3% | $6,507+30.9% |
| Admin fee / account holder | $2,025 | $17,272-88.3% | $14,255-85.8% | $12,624-84.0% |