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 | $345,762 | $290,732+18.9% | $200,582+72.4% | - |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.9%+13.1pp | - |
| Annual return | 22.06% | 14.10%+8.0pp | 42.33%-20.3pp | - |
| Employer contribution / active EE | $16,503 | $5,017+228.9% | $6,419+157.1% | - |
| Participant deferral / active EE | $20,121 | $8,241+144.2% | $9,331+115.6% | - |
| Admin fee / account holder | $6,600 | $8,656-23.8% | $16,305-59.5% | - |