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 | $268,576 | $112,096+139.6% | $95,952+179.9% | $158,922+69.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.46% | 171.09%-150.6pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,563 | $3,198-51.1% | $2,541-38.5% | $4,761-67.2% |
| Participant deferral / active EE | $4,853 | $4,784+1.5% | $4,167+16.5% | $5,982-18.9% |
| Admin fee / account holder | $8,434 | $10,130-16.7% | $6,795+24.1% | $11,246-25.0% |