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 | $259,045 | $124,319+108.4% | $111,297+132.8% | $167,490+54.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.15% | 37.44%-22.3pp | 54.65%-39.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,992 | $3,435+45.3% | $2,731+82.8% | $4,837+3.2% |
| Participant deferral / active EE | $8,528 | $5,180+64.6% | $4,487+90.0% | $6,341+34.5% |
| Admin fee / account holder | $1,711 | $10,618-83.9% | $7,964-78.5% | $12,309-86.1% |