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 | $277,220 | $91,190+204.0% | $178,490+55.3% | $79,858+247.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.60% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $7,277 | $3,256+123.5% | $5,011+45.2% | $2,471+194.5% |
| Participant deferral / active EE | $4,053 | $3,236+25.2% | $5,202-22.1% | $3,740+8.4% |
| Admin fee / account holder | $1,262 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |