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 | $276,960 | $157,256+76.1% | $141,162+96.2% | $152,861+81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.75% | 64.32%-49.6pp | 71.39%-56.6pp | 345.32%-330.6pp |
| Employer contribution / active EE | $12,871 | $5,261+144.7% | $4,735+171.8% | $4,762+170.3% |
| Participant deferral / active EE | $4,839 | $7,109-31.9% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $10,281 | $12,120-15.2% | $10,261+0.2% | $11,596-11.3% |