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 | $284,245 | $202,432+40.4% | $169,368+67.8% | $139,434+103.9% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.39% | 531.74%-520.3pp | 405.60%-394.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,627 | $4,692-44.0% | $4,013-34.5% | $4,751-44.7% |
| Participant deferral / active EE | $11,204 | $6,938+61.5% | $6,221+80.1% | $6,710+67.0% |
| Admin fee / account holder | $47,434 | $10,708+343.0% | $9,003+426.9% | $11,403+316.0% |