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 | $312,999 | $112,096+179.2% | $95,952+226.2% | $158,922+97.0% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 15.36% | 171.09%-155.7pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $656 | $3,198-79.5% | $2,541-74.2% | $4,761-86.2% |
| Participant deferral / active EE | $5,278 | $4,784+10.3% | $4,167+26.7% | $5,982-11.8% |
| Admin fee / account holder | $2,120 | $10,130-79.1% | $6,795-68.8% | $11,246-81.1% |