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 | $266,470 | $179,726+48.3% | $156,263+70.5% | $142,382+87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.71% | 77.86%-60.1pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,280 | $5,069-35.3% | $4,333-24.3% | $4,299-23.7% |
| Participant deferral / active EE | $4,833 | $6,956-30.5% | $6,158-21.5% | $6,507-25.7% |
| Admin fee / account holder | $289,616 | $17,272+1576.8% | $14,255+1931.7% | $12,624+2194.2% |