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 | $256,904 | $102,966+149.5% | $90,281+184.6% | $152,861+68.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.16% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,283 | $3,139-59.1% | $2,854-55.1% | $4,762-73.1% |
| Participant deferral / active EE | $4,860 | $4,281+13.5% | $3,885+25.1% | $5,850-16.9% |
| Admin fee / account holder | $1,532 | $6,171-75.2% | $5,351-71.4% | $11,596-86.8% |