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 | $266,065 | $107,934+146.5% | $91,989+189.2% | $152,861+74.1% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 19.47% | 89.24%-69.8pp | 69.02%-49.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,630 | $4,210-61.3% | $3,452-52.8% | $4,762-65.8% |
| Participant deferral / active EE | $10,447 | $6,364+64.1% | $5,923+76.4% | $5,850+78.6% |
| Admin fee / account holder | $5,043 | $10,520-52.1% | $7,743-34.9% | $11,596-56.5% |