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 | $259,659 | $57,281+353.3% | $86,612+199.8% | $75,163+245.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 17.24% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,521 | $2,314-34.3% | $3,022-49.7% | $2,670-43.0% |
| Participant deferral / active EE | $7,013 | $3,318+111.4% | $4,438+58.0% | $4,125+70.0% |
| Admin fee / account holder | $3,619 | $4,112-12.0% | $5,614-35.5% | $5,651-36.0% |