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 | $277,165 | $103,376+168.1% | $87,100+218.2% | $152,861+81.3% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 24.26% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,566 | $3,220-20.3% | $2,521+1.8% | $4,762-46.1% |
| Participant deferral / active EE | $3,363 | $4,778-29.6% | $4,049-16.9% | $5,850-42.5% |
| Admin fee / account holder | $47,463 | $12,205+288.9% | $7,497+533.1% | $11,596+309.3% |