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 | $389,686 | $157,256+147.8% | $141,162+176.1% | $152,861+154.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 23.37% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,004 | $5,261+14.1% | $4,735+26.8% | $4,762+26.1% |
| Participant deferral / active EE | $13,961 | $7,109+96.4% | $6,709+108.1% | $5,850+138.6% |
| Admin fee / account holder | $7,458 | $12,120-38.5% | $10,261-27.3% | $11,596-35.7% |