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 | $309,283 | $105,181+194.0% | $159,436+94.0% | $85,850+260.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.75% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,736 | $3,318-47.7% | $4,829-64.0% | $2,565-32.3% |
| Participant deferral / active EE | $5,000 | $5,945-15.9% | $7,352-32.0% | $3,952+26.5% |
| Admin fee / account holder | $10,714 | $6,933+54.5% | $10,799-0.8% | $6,260+71.1% |