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 | $283,762 | $111,724+154.0% | $93,606+203.1% | $145,922+94.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.07% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,263 | $3,090-26.8% | $2,420-6.5% | $4,660-51.4% |
| Participant deferral / active EE | $2,823 | $4,912-42.5% | $4,411-36.0% | $6,688-57.8% |
| Admin fee / account holder | $25,396 | $10,250+147.8% | $8,285+206.5% | $13,397+89.6% |