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 | $380,452 | $133,922+184.1% | $116,228+227.3% | $142,382+167.2% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 15.52% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,363 | $3,446-60.5% | $2,994-54.5% | $4,299-68.3% |
| Participant deferral / active EE | $6,361 | $5,672+12.2% | $4,953+28.4% | $6,507-2.2% |
| Admin fee / account holder | $25,164 | $14,945+68.4% | $11,989+109.9% | $12,624+99.3% |