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 | $280,053 | $157,256+78.1% | $141,162+98.4% | $152,861+83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.58% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,732 | $5,261-67.1% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $5,479 | $7,109-22.9% | $6,709-18.3% | $5,850-6.3% |
| Admin fee / account holder | $50,110 | $12,120+313.4% | $10,261+388.3% | $11,596+332.1% |