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 | $273,298 | $165,984+64.7% | $164,813+65.8% | $145,922+87.3% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 17.24% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,897 | $5,273-26.1% | $4,341-10.2% | $4,660-16.4% |
| Participant deferral / active EE | $9,367 | $6,959+34.6% | $6,031+55.3% | $6,688+40.1% |
| Admin fee / account holder | $28,270 | $16,648+69.8% | $12,690+122.8% | $13,397+111.0% |