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 | $260,115 | $78,705+230.5% | $117,854+120.7% | $70,131+270.9% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 13.67% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,088 | $2,223+83.9% | $3,786+8.0% | $2,342+74.5% |
| Participant deferral / active EE | $7,693 | $3,297+133.3% | $4,482+71.7% | $3,332+130.9% |
| Admin fee / account holder | $776 | $5,065-84.7% | $8,020-90.3% | $4,645-83.3% |