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 | $294,969 | $117,841+150.3% | $102,423+188.0% | $145,922+102.1% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 12.26% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,377 | $3,615-34.2% | $3,023-21.4% | $4,660-49.0% |
| Participant deferral / active EE | $6,732 | $5,731+17.5% | $5,053+33.2% | $6,688+0.7% |
| Admin fee / account holder | $22,078 | $13,326+65.7% | $9,451+133.6% | $13,397+64.8% |