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 | $323,281 | $175,202+84.5% | $149,673+116.0% | $139,434+131.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.75% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,954 | $5,474-46.0% | $4,818-38.7% | $4,751-37.8% |
| Participant deferral / active EE | $7,680 | $6,519+17.8% | $5,680+35.2% | $6,710+14.4% |
| Admin fee / account holder | $9,968 | $16,150-38.3% | $13,210-24.5% | $11,403-12.6% |