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 | $346,802 | $112,096+209.4% | $95,952+261.4% | $158,922+118.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 11.21% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,636 | $3,198+13.7% | $2,541+43.1% | $4,761-23.6% |
| Participant deferral / active EE | $10,941 | $4,784+128.7% | $4,167+162.6% | $5,982+82.9% |
| Admin fee / account holder | $188,484 | $10,130+1760.6% | $6,795+2673.7% | $11,246+1576.1% |