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 | $550,385 | $157,256+250.0% | $141,162+289.9% | $152,861+260.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 29.79% | 64.32%-34.5pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $20,200 | $5,261+284.0% | $4,735+326.6% | $4,762+324.2% |
| Participant deferral / active EE | $10,350 | $7,109+45.6% | $6,709+54.3% | $5,850+76.9% |
| Admin fee / account holder | $4,712 | $12,120-61.1% | $10,261-54.1% | $11,596-59.4% |