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 | $251,033 | $91,190+175.3% | $178,490+40.6% | $79,858+214.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.99% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,628 | $3,256+72.9% | $5,011+12.3% | $2,471+127.8% |
| Participant deferral / active EE | $8,015 | $3,236+147.7% | $5,202+54.1% | $3,740+114.3% |
| Admin fee / account holder | $4,644 | $6,751-31.2% | $13,984-66.8% | $5,306-12.5% |