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 | $271,999 | $179,726+51.3% | $156,263+74.1% | $142,382+91.0% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 20.82% | 77.86%-57.0pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $16,136 | $5,069+218.3% | $4,333+272.4% | $4,299+275.3% |
| Participant deferral / active EE | $4,659 | $6,956-33.0% | $6,158-24.4% | $6,507-28.4% |
| Admin fee / account holder | $7,282 | $17,272-57.8% | $14,255-48.9% | $12,624-42.3% |