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 | $256,413 | $115,770+121.5% | $101,248+153.3% | $158,922+61.3% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 13.85% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,191 | $4,175-23.6% | $3,660-12.8% | $4,761-33.0% |
| Participant deferral / active EE | $7,772 | $4,957+56.8% | $4,370+77.8% | $5,982+29.9% |
| Admin fee / account holder | $35,112 | $7,245+384.6% | $5,945+490.6% | $11,246+212.2% |