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 | $277,735 | $157,256+76.6% | $141,162+96.7% | $152,861+81.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 29.41% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $7,700 | $5,261+46.4% | $4,735+62.6% | $4,762+61.7% |
| Participant deferral / active EE | $9,202 | $7,109+29.4% | $6,709+37.2% | $5,850+57.3% |
| Admin fee / account holder | $4,657 | $12,120-61.6% | $10,261-54.6% | $11,596-59.8% |