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 | $286,480 | $176,812+62.0% | $146,665+95.3% | $167,490+71.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 11.39% | 24.03%-12.6pp | 22.74%-11.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $14,745 | $5,160+185.7% | $4,136+256.5% | $4,837+204.8% |
| Participant deferral / active EE | $12,167 | $6,440+88.9% | $5,506+121.0% | $6,341+91.9% |
| Admin fee / account holder | $630 | $13,259-95.3% | $10,280-93.9% | $12,309-94.9% |