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 | $272,597 | $183,592+48.5% | $155,567+75.2% | $145,959+86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,429 | $5,315-35.5% | $4,674-26.6% | $4,661-26.4% |
| Participant deferral / active EE | $9,346 | $6,464+44.6% | $5,628+66.1% | $6,689+39.7% |
| Admin fee / account holder | $4,656 | $19,318-75.9% | $15,916-70.7% | $13,398-65.2% |