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 | $256,709 | $140,940+82.1% | $112,229+128.7% | $139,434+84.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.53% | 32.71%-15.2pp | 30.20%-12.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $9,807 | $4,283+129.0% | $3,430+185.9% | $4,751+106.4% |
| Participant deferral / active EE | $5,984 | $5,874+1.9% | $4,798+24.7% | $6,710-10.8% |
| Admin fee / account holder | $6,721 | $9,954-32.5% | $7,748-13.3% | $11,403-41.1% |