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 | $280,412 | $157,256+78.3% | $141,162+98.6% | $152,861+83.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 20.45% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,688 | $5,261-48.9% | $4,735-43.2% | $4,762-43.6% |
| Participant deferral / active EE | $10,898 | $7,109+53.3% | $6,709+62.4% | $5,850+86.3% |
| Admin fee / account holder | $1,778 | $12,120-85.3% | $10,261-82.7% | $11,596-84.7% |