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 | $366,606 | $183,519+99.8% | $155,509+135.7% | $145,922+151.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.16% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,356 | $5,313+0.8% | $4,672+14.6% | $4,660+15.0% |
| Participant deferral / active EE | $8,522 | $6,462+31.9% | $5,626+51.5% | $6,688+27.4% |
| Admin fee / account holder | $2,445 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |