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 | $302,845 | $176,056+72.0% | $159,436+89.9% | $167,490+80.8% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 11.17% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,034 | $5,297-61.6% | $4,829-57.9% | $4,837-57.9% |
| Participant deferral / active EE | $4,408 | $7,750-43.1% | $7,352-40.0% | $6,341-30.5% |
| Admin fee / account holder | $33,099 | $12,554+163.7% | $10,799+206.5% | $12,309+168.9% |