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 | $255,832 | $105,181+143.2% | $159,436+60.5% | $85,850+198.0% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 17.73% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,141 | $3,318-35.5% | $4,829-55.7% | $2,565-16.6% |
| Participant deferral / active EE | $6,059 | $5,945+1.9% | $7,352-17.6% | $3,952+53.3% |
| Admin fee / account holder | $25,036 | $6,933+261.1% | $10,799+131.8% | $6,260+299.9% |