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 | $257,836 | $162,781+58.4% | $133,956+92.5% | $158,922+62.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.53% | 41.94%-31.4pp | 45.09%-34.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $9,479 | $4,975+90.5% | $3,919+141.9% | $4,761+99.1% |
| Participant deferral / active EE | $2,428 | $5,911-58.9% | $5,048-51.9% | $5,982-59.4% |
| Admin fee / account holder | $80,833 | $11,736+588.7% | $8,927+805.5% | $11,246+618.8% |