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 | $269,464 | $109,817+145.4% | $98,442+173.7% | $167,490+60.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 14.03% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,672 | $3,224-17.1% | $2,960-9.7% | $4,837-44.8% |
| Participant deferral / active EE | $7,642 | $4,673+63.5% | $4,276+78.7% | $6,341+20.5% |
| Admin fee / account holder | $9,810 | $6,753+45.3% | $5,949+64.9% | $12,309-20.3% |