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 | $276,026 | $90,348+205.5% | $75,972+263.3% | $145,922+89.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 20.55% | 620.88%-600.3pp | 359.55%-339.0pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,073 | $3,311-37.4% | $2,685-22.8% | $4,660-55.5% |
| Participant deferral / active EE | $5,173 | $5,162+0.2% | $4,255+21.6% | $6,688-22.7% |
| Admin fee / account holder | $57,438 | $8,467+578.4% | $6,467+788.2% | $13,397+328.7% |