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 | $259,709 | $176,056+47.5% | $159,436+62.9% | $167,490+55.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.46% | 331.75%-300.3pp | 263.57%-232.1pp | 478.56%-447.1pp |
| Employer contribution / active EE | $2,102 | $5,297-60.3% | $4,829-56.5% | $4,837-56.5% |
| Participant deferral / active EE | $8,233 | $7,750+6.2% | $7,352+12.0% | $6,341+29.8% |
| Admin fee / account holder | $529 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |