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 | $312,013 | $226,064+38.0% | $182,532+70.9% | $152,861+104.1% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.0%+17.3pp | 82.4%+12.8pp |
| Annual return | 18.09% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,067 | $4,978-58.5% | $4,076-49.3% | $4,762-56.6% |
| Participant deferral / active EE | $12,722 | $6,368+99.8% | $5,524+130.3% | $5,850+117.5% |
| Admin fee / account holder | $32,094 | $10,703+199.9% | $8,592+273.5% | $11,596+176.8% |