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 | $268,988 | $144,119+86.6% | $117,854+128.2% | $147,584+82.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 21.20% | 531.15%-510.0pp | 335.08%-313.9pp | 578.55%-557.4pp |
| Employer contribution / active EE | $5,801 | $4,896+18.5% | $3,786+53.2% | $4,876+19.0% |
| Participant deferral / active EE | $6,846 | $5,316+28.8% | $4,482+52.8% | $5,439+25.9% |
| Admin fee / account holder | $2,000 | $10,886-81.6% | $8,020-75.1% | $10,885-81.6% |