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 | $117,983+123.0% | $101,794+158.5% | $142,382+84.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.87% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,611 | $2,773-5.8% | $2,289+14.1% | $4,299-39.3% |
| Participant deferral / active EE | $9,022 | $4,714+91.4% | $4,084+120.9% | $6,507+38.6% |
| Admin fee / account holder | $33,288 | $10,433+219.1% | $8,777+279.3% | $12,624+163.7% |