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 | $260,093 | $79,171+228.5% | $102,423+153.9% | $74,495+249.1% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 17.82% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,495 | $2,362+48.0% | $3,023+15.6% | $2,623+33.2% |
| Participant deferral / active EE | $7,663 | $4,415+73.6% | $5,053+51.6% | $4,346+76.3% |
| Admin fee / account holder | $6,376 | $2,001+218.7% | $9,451-32.5% | $1,942+228.4% |