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 | $273,346 | $117,841+132.0% | $102,423+166.9% | $145,922+87.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 16.23% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,239 | $3,615-38.1% | $3,023-26.0% | $4,660-52.0% |
| Participant deferral / active EE | $5,482 | $5,731-4.3% | $5,053+8.5% | $6,688-18.0% |
| Admin fee / account holder | $35,681 | $13,326+167.8% | $9,451+277.6% | $13,397+166.3% |