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 | $403,025 | $129,942+210.2% | $104,294+286.4% | $134,475+199.7% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | 4.07% | 42.03%-38.0pp | 24.61%-20.5pp | 417.96%-413.9pp |
| Employer contribution / active EE | $3,030 | $4,184-27.6% | $3,372-10.1% | $4,740-36.1% |
| Participant deferral / active EE | $10,441 | $5,588+86.8% | $4,625+125.7% | $6,400+63.1% |
| Admin fee / account holder | $24,908 | $9,323+167.2% | $7,339+239.4% | $11,426+118.0% |