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 | $255,102 | $115,882+120.1% | $100,516+153.8% | $158,922+60.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.97% | 34.79%-23.8pp | 30.89%-19.9pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,282 | $4,103+4.4% | $3,418+25.3% | $4,761-10.1% |
| Participant deferral / active EE | $13,090 | $6,674+96.1% | $6,270+108.8% | $5,982+118.8% |
| Admin fee / account holder | $572 | $10,995-94.8% | $8,081-92.9% | $11,246-94.9% |