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 | $274,130 | $157,256+74.3% | $141,162+94.2% | $152,861+79.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 24.53% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $7,964 | $5,261+51.4% | $4,735+68.2% | $4,762+67.2% |
| Participant deferral / active EE | $9,427 | $7,109+32.6% | $6,709+40.5% | $5,850+61.1% |
| Admin fee / account holder | $5,991 | $12,120-50.6% | $10,261-41.6% | $11,596-48.3% |