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 | $280,869 | $103,376+171.7% | $87,100+222.5% | $152,861+83.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.20% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,360 | $3,220+35.4% | $2,521+72.9% | $4,762-8.4% |
| Participant deferral / active EE | $9,155 | $4,778+91.6% | $4,049+126.1% | $5,850+56.5% |
| Admin fee / account holder | $8,312 | $12,205-31.9% | $7,497+10.9% | $11,596-28.3% |