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 | $262,492 | $201,272+30.4% | $184,203+42.5% | $145,922+79.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 18.95% | 29.00%-10.0pp | 28.81%-9.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $10,817 | $7,022+54.1% | $6,427+68.3% | $4,660+132.2% |
| Participant deferral / active EE | $7,782 | $9,806-20.6% | $9,131-14.8% | $6,688+16.4% |
| Admin fee / account holder | $6,728 | $16,364-58.9% | $13,901-51.6% | $13,397-49.8% |