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 | $263,103 | $112,729+133.4% | $98,716+166.5% | $137,256+91.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.87% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,611 | $2,725-4.2% | $2,279+14.6% | $4,156-37.2% |
| Participant deferral / active EE | $9,022 | $4,640+94.4% | $4,048+122.9% | $6,407+40.8% |
| Admin fee / account holder | $33,288 | $10,129+228.7% | $8,703+282.5% | $12,270+171.3% |