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 | $161,352+65.4% | $134,172+98.9% | $137,256+94.4% |
| Participation rate | 95.5% | 78.3%+17.2pp | 72.5%+23.0pp | 80.0%+15.5pp |
| Annual return | 10.80% | 28.72%-17.9pp | 25.30%-14.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,291 | $4,099-44.1% | $3,420-33.0% | $4,156-44.9% |
| Participant deferral / active EE | $10,730 | $5,552+93.2% | $4,690+128.8% | $6,407+67.5% |
| Admin fee / account holder | $47,164 | $15,028+213.8% | $12,016+292.5% | $12,270+284.4% |