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 | $251,989 | $157,256+60.2% | $141,162+78.5% | $152,861+64.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 23.17% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,498 | $5,261+42.5% | $4,735+58.3% | $4,762+57.4% |
| Participant deferral / active EE | $9,145 | $7,109+28.6% | $6,709+36.3% | $5,850+56.3% |
| Admin fee / account holder | $13,594 | $12,120+12.2% | $10,261+32.5% | $11,596+17.2% |