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 | $270,979 | $140,940+92.3% | $112,229+141.5% | $139,434+94.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.08% | 32.71%-22.6pp | 30.20%-20.1pp | 372.94%-362.9pp |
| Employer contribution / active EE | $7,668 | $4,283+79.0% | $3,430+123.5% | $4,751+61.4% |
| Participant deferral / active EE | $5,579 | $5,874-5.0% | $4,798+16.3% | $6,710-16.9% |
| Admin fee / account holder | $314,616 | $9,954+3060.7% | $7,748+3960.3% | $11,403+2659.2% |