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 | $251,549 | $152,587+64.9% | $125,175+101.0% | $152,861+64.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.07% | 54.84%-41.8pp | 43.79%-30.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,927 | $4,946-40.8% | $3,865-24.3% | $4,762-38.5% |
| Participant deferral / active EE | $10,358 | $5,868+76.5% | $4,937+109.8% | $5,850+77.1% |
| Admin fee / account holder | $397 | $13,434-97.0% | $9,702-95.9% | $11,596-96.6% |