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 | $254,244 | $111,754+127.5% | $103,333+146.0% | $145,922+74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,220 | $4,212+23.9% | $3,868+35.0% | $4,660+12.0% |
| Participant deferral / active EE | $23,000 | $5,619+309.4% | $5,057+354.8% | $6,688+243.9% |
| Admin fee / account holder | $209,667 | $9,750+2050.4% | $8,355+2409.6% | $13,397+1465.0% |