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 | $262,130 | $162,781+61.0% | $133,956+95.7% | $158,922+64.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.62% | 41.94%-32.3pp | 45.09%-35.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $10,962 | $4,975+120.3% | $3,919+179.7% | $4,761+130.2% |
| Participant deferral / active EE | $2,457 | $5,911-58.4% | $5,048-51.3% | $5,982-58.9% |
| Admin fee / account holder | $772 | $11,736-93.4% | $8,927-91.4% | $11,246-93.1% |