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 | $338,866 | $176,812+91.7% | $146,665+131.0% | $167,490+102.3% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 14.28% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $14,971 | $5,160+190.1% | $4,136+261.9% | $4,837+209.5% |
| Participant deferral / active EE | $2,929 | $6,440-54.5% | $5,506-46.8% | $6,341-53.8% |
| Admin fee / account holder | $42,129 | $13,259+217.7% | $10,280+309.8% | $12,309+242.3% |