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 | $274,192 | $157,256+74.4% | $141,162+94.2% | $152,861+79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.86% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,330 | $5,261-55.7% | $4,735-50.8% | $4,762-51.1% |
| Participant deferral / active EE | $8,351 | $7,109+17.5% | $6,709+24.5% | $5,850+42.8% |
| Admin fee / account holder | $233,600 | $12,120+1827.4% | $10,261+2176.5% | $11,596+1914.4% |