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 | $262,584 | $91,552+186.8% | $133,956+96.0% | $79,858+228.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 15.68% | 61.85%-46.2pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,614 | $2,384-32.3% | $3,919-58.8% | $2,471-34.7% |
| Participant deferral / active EE | $10,707 | $3,733+186.8% | $5,048+112.1% | $3,740+186.3% |
| Admin fee / account holder | $54,703 | $6,321+765.4% | $8,927+512.8% | $5,306+930.9% |