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 | $254,481 | $106,890+138.1% | $84,015+202.9% | $152,861+66.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.25% | 104.99%-96.7pp | 71.31%-63.1pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,277 | $2,734-53.3% | $1,983-35.6% | $4,762-73.2% |
| Participant deferral / active EE | $4,368 | $4,011+8.9% | $3,239+34.9% | $5,850-25.3% |
| Admin fee / account holder | $4,479 | $8,285-45.9% | $6,101-26.6% | $11,596-61.4% |