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 | $254,791 | $124,281+105.0% | $109,143+133.4% | $167,490+52.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.63% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,680 | $4,207-36.3% | $3,722-28.0% | $4,837-44.6% |
| Participant deferral / active EE | $4,855 | $5,255-7.6% | $4,653+4.3% | $6,341-23.4% |
| Admin fee / account holder | $8,263 | $7,970+3.7% | $6,752+22.4% | $12,309-32.9% |