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 | $287,605 | $210,648+36.5% | $177,989+61.6% | $145,922+97.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.41% | 385.86%-367.4pp | 294.48%-276.1pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,573 | $4,565-21.7% | $3,949-9.5% | $4,660-23.3% |
| Participant deferral / active EE | $16,133 | $6,958+131.9% | $6,276+157.1% | $6,688+141.2% |
| Admin fee / account holder | $732 | $12,013-93.9% | $10,363-92.9% | $13,397-94.5% |