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 | $319,224 | $117,841+170.9% | $102,423+211.7% | $145,922+118.8% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 12.30% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,684 | $3,615-25.7% | $3,023-11.2% | $4,660-42.4% |
| Participant deferral / active EE | $8,868 | $5,731+54.7% | $5,053+75.5% | $6,688+32.6% |
| Admin fee / account holder | $5,402 | $13,326-59.5% | $9,451-42.8% | $13,397-59.7% |