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 | $272,413 | $78,705+246.1% | $117,854+131.1% | $70,131+288.4% |
| Participation rate | 94.8% | 73.2%+21.6pp | 79.7%+15.2pp | 69.5%+25.3pp |
| Annual return | 15.94% | 23.30%-7.4pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,403 | $2,223+98.0% | $3,786+16.3% | $2,342+88.0% |
| Participant deferral / active EE | $3,026 | $3,297-8.2% | $4,482-32.5% | $3,332-9.2% |
| Admin fee / account holder | $419 | $5,065-91.7% | $8,020-94.8% | $4,645-91.0% |