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 | $256,972 | $198,466+29.5% | $170,442+50.8% | $147,584+74.1% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 15.68% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,961 | $6,184-52.1% | $5,433-45.5% | $4,876-39.3% |
| Participant deferral / active EE | $5,961 | $5,629+5.9% | $4,939+20.7% | $5,439+9.6% |
| Admin fee / account holder | $1,136 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |