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 | $270,855 | $149,734+80.9% | $118,925+127.8% | $158,922+70.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 16.71% | 19.95%-3.2pp | 35.88%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $8,240 | $4,115+100.2% | $3,263+152.6% | $4,761+73.1% |
| Participant deferral / active EE | $11,046 | $5,223+111.5% | $4,265+159.0% | $5,982+84.6% |
| Admin fee / account holder | $697 | $8,603-91.9% | $6,581-89.4% | $11,246-93.8% |