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 | $261,905 | $105,181+149.0% | $159,436+64.3% | $85,850+205.1% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 12.60% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,180 | $3,318+56.1% | $4,829+7.3% | $2,565+101.9% |
| Participant deferral / active EE | $14,380 | $5,945+141.9% | $7,352+95.6% | $3,952+263.9% |
| Admin fee / account holder | $18,000 | $6,933+159.6% | $10,799+66.7% | $6,260+187.5% |