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 | $272,912 | $157,256+73.5% | $141,162+93.3% | $152,861+78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.92% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,067 | $5,261-22.7% | $4,735-14.1% | $4,762-14.6% |
| Participant deferral / active EE | $11,144 | $7,109+56.8% | $6,709+66.1% | $5,850+90.5% |
| Admin fee / account holder | $3,585 | $12,120-70.4% | $10,261-65.1% | $11,596-69.1% |