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 | $303,999 | $202,432+50.2% | $169,368+79.5% | $139,434+118.0% |
| Participation rate | 88.2% | 81.1%+7.2pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 24.31% | 531.74%-507.4pp | 405.60%-381.3pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,532 | $4,692-46.0% | $4,013-36.9% | $4,751-46.7% |
| Participant deferral / active EE | $7,430 | $6,938+7.1% | $6,221+19.4% | $6,710+10.7% |
| Admin fee / account holder | $4,261 | $10,708-60.2% | $9,003-52.7% | $11,403-62.6% |