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 | $256,217 | $112,096+128.6% | $95,952+167.0% | $158,922+61.2% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 14.84% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,234 | $3,198-30.1% | $2,541-12.1% | $4,761-53.1% |
| Participant deferral / active EE | $7,125 | $4,784+48.9% | $4,167+71.0% | $5,982+19.1% |
| Admin fee / account holder | $3,722 | $10,130-63.3% | $6,795-45.2% | $11,246-66.9% |