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 | $267,484 | $127,065+110.5% | $113,168+136.4% | $142,382+87.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 56.95% | 24.03%+32.9pp | 24.27%+32.7pp | 217.08%-160.1pp |
| Employer contribution / active EE | $4,370 | $3,442+27.0% | $2,975+46.9% | $4,299+1.7% |
| Participant deferral / active EE | $7,035 | $5,716+23.1% | $5,107+37.8% | $6,507+8.1% |
| Admin fee / account holder | $6,092 | $15,736-61.3% | $12,068-49.5% | $12,624-51.7% |