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 | $264,022 | $133,922+97.1% | $116,228+127.2% | $142,382+85.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.05% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,212 | $3,446-35.8% | $2,994-26.1% | $4,299-48.5% |
| Participant deferral / active EE | $4,508 | $5,672-20.5% | $4,953-9.0% | $6,507-30.7% |
| Admin fee / account holder | $37,558 | $14,945+151.3% | $11,989+213.3% | $12,624+197.5% |