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 | $292,842 | $152,587+91.9% | $125,175+133.9% | $152,861+91.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.62% | 54.84%-38.2pp | 43.79%-27.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,270 | $4,946-54.1% | $3,865-41.3% | $4,762-52.3% |
| Participant deferral / active EE | $8,559 | $5,868+45.9% | $4,937+73.4% | $5,850+46.3% |
| Admin fee / account holder | $2,426 | $13,434-81.9% | $9,702-75.0% | $11,596-79.1% |