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 | $266,829 | $163,101+63.6% | $136,749+95.1% | $142,382+87.4% |
| Participation rate | 95.5% | 78.2%+17.2pp | 72.1%+23.3pp | 80.1%+15.3pp |
| Annual return | 10.80% | 27.54%-16.7pp | 24.33%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,291 | $4,117-44.4% | $3,400-32.6% | $4,299-46.7% |
| Participant deferral / active EE | $10,730 | $5,585+92.1% | $4,692+128.7% | $6,507+64.9% |
| Admin fee / account holder | $47,164 | $14,318+229.4% | $11,386+314.2% | $12,624+273.6% |