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 | $270,224 | $111,724+141.9% | $93,606+188.7% | $145,922+85.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.23% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,542 | $3,090-17.7% | $2,420+5.0% | $4,660-45.5% |
| Participant deferral / active EE | $9,382 | $4,912+91.0% | $4,411+112.7% | $6,688+40.3% |
| Admin fee / account holder | $7,988 | $10,250-22.1% | $8,285-3.6% | $13,397-40.4% |