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 | $267,017 | $157,256+69.8% | $141,162+89.2% | $152,861+74.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 22.60% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,146 | $5,261-40.2% | $4,735-33.6% | $4,762-33.9% |
| Participant deferral / active EE | $10,038 | $7,109+41.2% | $6,709+49.6% | $5,850+71.6% |
| Admin fee / account holder | $5,724 | $12,120-52.8% | $10,261-44.2% | $11,596-50.6% |