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 | $263,366 | $157,256+67.5% | $141,162+86.6% | $152,861+72.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 19.49% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,926 | $5,261-63.4% | $4,735-59.3% | $4,762-59.6% |
| Participant deferral / active EE | $4,134 | $7,109-41.9% | $6,709-38.4% | $5,850-29.3% |
| Admin fee / account holder | $6,938 | $12,120-42.8% | $10,261-32.4% | $11,596-40.2% |