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 | $256,364 | $152,587+68.0% | $125,175+104.8% | $152,861+67.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.69% | 54.84%-41.1pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,874 | $4,946-41.9% | $3,865-25.6% | $4,762-39.6% |
| Participant deferral / active EE | $8,250 | $5,868+40.6% | $4,937+67.1% | $5,850+41.0% |
| Admin fee / account holder | $60,927 | $13,434+353.5% | $9,702+528.0% | $11,596+425.4% |