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 | $276,990 | $180,028+53.9% | $138,135+100.5% | $158,922+74.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.48% | 21.68%-5.2pp | 20.51%-4.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,362 | $7,470-55.0% | $5,587-39.8% | $4,761-29.4% |
| Participant deferral / active EE | $7,783 | $7,717+0.8% | $6,431+21.0% | $5,982+30.1% |
| Admin fee / account holder | $43,749 | $17,912+144.2% | $11,856+269.0% | $11,246+289.0% |