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 | $299,872 | $203,436+47.4% | $152,466+96.7% | $167,490+79.0% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.2%+9.3pp | 82.1%+5.4pp |
| Annual return | 10.00% | 13.80%-3.8pp | 757.33%-747.3pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,318 | $5,220-55.6% | $4,327-46.4% | $4,837-52.1% |
| Participant deferral / active EE | $6,819 | $6,716+1.5% | $5,820+17.2% | $6,341+7.5% |
| Admin fee / account holder | $65,371 | $22,506+190.5% | $15,805+313.6% | $12,309+431.1% |