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 | $278,907 | $149,734+86.3% | $118,925+134.5% | $158,922+75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.77% | 19.95%-9.2pp | 35.88%-25.1pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,126 | $4,115-48.3% | $3,263-34.8% | $4,761-55.3% |
| Participant deferral / active EE | $9,048 | $5,223+73.2% | $4,265+112.1% | $5,982+51.2% |
| Admin fee / account holder | $16,475 | $8,603+91.5% | $6,581+150.4% | $11,246+46.5% |