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 | $251,428 | $117,859+113.3% | $102,438+145.4% | $145,959+72.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 16.12% | 31.72%-15.6pp | 29.37%-13.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,028 | $3,615+11.4% | $3,024+33.2% | $4,661-13.6% |
| Participant deferral / active EE | $7,224 | $5,732+26.0% | $5,054+42.9% | $6,689+8.0% |
| Admin fee / account holder | $4,627 | $13,318-65.3% | $9,448-51.0% | $13,398-65.5% |