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 | $256,859 | $157,256+63.3% | $141,162+82.0% | $152,861+68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.25% | 64.32%-36.1pp | 71.39%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $5,273 | $5,261+0.2% | $4,735+11.4% | $4,762+10.7% |
| Participant deferral / active EE | $6,211 | $7,109-12.6% | $6,709-7.4% | $5,850+6.2% |
| Admin fee / account holder | $1,029 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |