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 | $260,764 | $114,381+128.0% | $107,525+142.5% | $142,382+83.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,702 | $4,015-32.7% | $3,754-28.0% | $4,299-37.1% |
| Participant deferral / active EE | $20,150 | $5,564+262.1% | $5,116+293.9% | $6,507+209.7% |
| Admin fee / account holder | $36,508 | $9,860+270.3% | $8,919+309.3% | $12,624+189.2% |