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 | $339,576 | $137,414+147.1% | $189,513+79.2% | $85,850+295.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 32.11% | 38.14%-6.0pp | 555.15%-523.0pp | 318.53%-286.4pp |
| Employer contribution / active EE | $2,051 | $4,344-52.8% | $6,162-66.7% | $2,565-20.1% |
| Participant deferral / active EE | $8,993 | $6,260+43.7% | $8,221+9.4% | $3,952+127.6% |
| Admin fee / account holder | $5,190 | $8,630-39.9% | $12,045-56.9% | $6,260-17.1% |