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 | $274,590 | $127,065+116.1% | $113,168+142.6% | $142,382+92.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.41% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,863 | $3,442-45.9% | $2,975-37.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,106 | $5,716-28.2% | $5,107-19.6% | $6,507-36.9% |
| Admin fee / account holder | $159,125 | $15,736+911.2% | $12,068+1218.6% | $12,624+1160.5% |