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 | $273,574 | $117,841+132.2% | $102,423+167.1% | $145,922+87.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 17.92% | 31.65%-13.7pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,920 | $3,615-19.2% | $3,023-3.4% | $4,660-37.3% |
| Participant deferral / active EE | $7,907 | $5,731+38.0% | $5,053+56.5% | $6,688+18.2% |
| Admin fee / account holder | $85,144 | $13,326+538.9% | $9,451+800.9% | $13,397+535.5% |