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 | $262,122 | $81,208+222.8% | $98,907+165.0% | $79,858+228.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.97% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $6,190 | $1,960+215.9% | $2,689+130.2% | $2,471+150.5% |
| Participant deferral / active EE | $6,188 | $3,265+89.5% | $4,244+45.8% | $3,740+65.5% |
| Admin fee / account holder | $1,728 | $6,013-71.3% | $6,642-74.0% | $5,306-67.4% |