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 | $271,590 | $175,202+55.0% | $149,673+81.5% | $139,434+94.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 22.13% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,022 | $5,474+10.0% | $4,818+25.0% | $4,751+26.8% |
| Participant deferral / active EE | $10,505 | $6,519+61.2% | $5,680+84.9% | $6,710+56.6% |
| Admin fee / account holder | $7,119 | $16,150-55.9% | $13,210-46.1% | $11,403-37.6% |