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 | $277,623 | $118,849+133.6% | $96,562+187.5% | $167,490+65.8% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.8%+20.7pp | 82.1%+8.4pp |
| Annual return | 14.51% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,000 | $3,120-35.9% | $2,356-15.1% | $4,837-58.6% |
| Participant deferral / active EE | $6,800 | $4,616+47.3% | $3,849+76.7% | $6,341+7.2% |
| Admin fee / account holder | $902 | $8,065-88.8% | $6,181-85.4% | $12,309-92.7% |