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 | $263,640 | $105,181+150.7% | $159,436+65.4% | $85,850+207.1% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 14.89% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,415 | $3,318+33.0% | $4,829-8.6% | $2,565+72.1% |
| Participant deferral / active EE | $9,621 | $5,945+61.8% | $7,352+30.9% | $3,952+143.5% |
| Admin fee / account holder | $4,500 | $6,933-35.1% | $10,799-58.3% | $6,260-28.1% |