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 | $350,275 | $157,256+122.7% | $141,162+148.1% | $152,861+129.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 19.04% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,343 | $5,261-17.4% | $4,735-8.3% | $4,762-8.8% |
| Participant deferral / active EE | $9,229 | $7,109+29.8% | $6,709+37.6% | $5,850+57.8% |
| Admin fee / account holder | $14,474 | $12,120+19.4% | $10,261+41.1% | $11,596+24.8% |