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 | $291,257 | $114,381+154.6% | $107,525+170.9% | $142,382+104.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 20.11% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,005 | $4,015-25.2% | $3,754-19.9% | $4,299-30.1% |
| Participant deferral / active EE | $10,047 | $5,564+80.6% | $5,116+96.4% | $6,507+54.4% |
| Admin fee / account holder | $5,263 | $9,860-46.6% | $8,919-41.0% | $12,624-58.3% |