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 | $261,292 | $171,164+52.7% | $127,761+104.5% | $152,861+70.9% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.0%+14.8pp | 82.4%+11.3pp |
| Annual return | 18.15% | 23.54%-5.4pp | 26.14%-8.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $11,231 | $5,447+106.2% | $4,574+145.5% | $4,762+135.8% |
| Participant deferral / active EE | $5,877 | $7,038-16.5% | $6,021-2.4% | $5,850+0.5% |
| Admin fee / account holder | $23,919 | $14,530+64.6% | $9,395+154.6% | $11,596+106.3% |