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 | $272,867 | $105,181+159.4% | $159,436+71.1% | $85,850+217.8% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 17.28% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,085 | $3,318-7.0% | $4,829-36.1% | $2,565+20.3% |
| Participant deferral / active EE | $6,194 | $5,945+4.2% | $7,352-15.7% | $3,952+56.8% |
| Admin fee / account holder | $36,421 | $6,933+425.3% | $10,799+237.3% | $6,260+481.8% |