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 | $252,036 | $162,781+54.8% | $133,956+88.1% | $158,922+58.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.47% | 41.94%-29.5pp | 45.09%-32.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,785 | $4,975-64.1% | $3,919-54.4% | $4,761-62.5% |
| Participant deferral / active EE | $3,928 | $5,911-33.5% | $5,048-22.2% | $5,982-34.3% |
| Admin fee / account holder | $30,312 | $11,736+158.3% | $8,927+239.6% | $11,246+169.5% |