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 | $257,271 | $176,056+46.1% | $159,436+61.4% | $167,490+53.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.25% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $10,777 | $5,297+103.5% | $4,829+123.2% | $4,837+122.8% |
| Participant deferral / active EE | $4,626 | $7,750-40.3% | $7,352-37.1% | $6,341-27.0% |
| Admin fee / account holder | $25,119 | $12,554+100.1% | $10,799+132.6% | $12,309+104.1% |