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 | $265,554 | $157,256+68.9% | $141,162+88.1% | $152,861+73.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 23.21% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,991 | $5,261+13.9% | $4,735+26.5% | $4,762+25.8% |
| Participant deferral / active EE | $11,909 | $7,109+67.5% | $6,709+77.5% | $5,850+103.6% |
| Admin fee / account holder | $74,574 | $12,120+515.3% | $10,261+626.8% | $11,596+543.1% |