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 | $270,425 | $177,572+52.3% | $154,803+74.7% | $142,382+89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.74% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,021 | $4,810-16.4% | $4,305-6.6% | $4,299-6.5% |
| Participant deferral / active EE | $20,113 | $6,272+220.7% | $5,540+263.0% | $6,507+209.1% |
| Admin fee / account holder | $1,826 | $16,786-89.1% | $14,329-87.3% | $12,624-85.5% |