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 | $270,083 | $99,985+170.1% | $146,665+84.1% | $85,850+214.6% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 11.89% | 18.93%-7.0pp | 22.74%-10.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $16,015 | $2,559+525.9% | $4,136+287.2% | $2,565+524.4% |
| Participant deferral / active EE | $3,105 | $4,006-22.5% | $5,506-43.6% | $3,952-21.4% |
| Admin fee / account holder | $29,623 | $7,702+284.6% | $10,280+188.2% | $6,260+373.2% |