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 | $270,365 | $176,812+52.9% | $146,665+84.3% | $167,490+61.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.04% | 24.03%-3.0pp | 22.74%-1.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $3,600 | $5,160-30.2% | $4,136-13.0% | $4,837-25.6% |
| Participant deferral / active EE | $7,910 | $6,440+22.8% | $5,506+43.7% | $6,341+24.7% |
| Admin fee / account holder | $392 | $13,259-97.0% | $10,280-96.2% | $12,309-96.8% |