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 | $310,090 | $157,256+97.2% | $141,162+119.7% | $152,861+102.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,806 | $5,261-46.7% | $4,735-40.7% | $4,762-41.1% |
| Participant deferral / active EE | $6,378 | $7,109-10.3% | $6,709-4.9% | $5,850+9.0% |
| Admin fee / account holder | $75,136 | $12,120+519.9% | $10,261+632.2% | $11,596+547.9% |