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 | $345,434 | $217,402+58.9% | $185,823+85.9% | $167,490+106.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.20% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $11,115 | $5,873+89.3% | $5,167+115.1% | $4,837+129.8% |
| Participant deferral / active EE | $7,022 | $6,356+10.5% | $5,568+26.1% | $6,341+10.7% |
| Admin fee / account holder | $3,901 | $19,811-80.3% | $16,237-76.0% | $12,309-68.3% |