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 | $307,664 | $107,934+185.0% | $91,989+234.5% | $152,861+101.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.22% | 89.24%-69.0pp | 69.02%-48.8pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,483 | $4,210-64.8% | $3,452-57.0% | $4,762-68.9% |
| Participant deferral / active EE | $5,490 | $6,364-13.7% | $5,923-7.3% | $5,850-6.2% |
| Admin fee / account holder | $4,636 | $10,520-55.9% | $7,743-40.1% | $11,596-60.0% |