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 | $259,021 | $180,749+43.3% | $160,784+61.1% | $137,256+88.7% |
| Participation rate | 78.6% | 80.0%-1.4pp | 77.0%+1.6pp | 80.0%-1.4pp |
| Annual return | 13.05% | 2234.46%-2221.4pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,031 | $4,155+45.2% | $3,733+61.6% | $4,156+45.1% |
| Participant deferral / active EE | $9,226 | $6,844+34.8% | $6,293+46.6% | $6,407+44.0% |
| Admin fee / account holder | $25,012 | $10,397+140.6% | $9,717+157.4% | $12,270+103.8% |