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 | $335,714 | $137,414+144.3% | $189,513+77.1% | $85,850+291.0% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 24.22% | 38.14%-13.9pp | 555.15%-530.9pp | 318.53%-294.3pp |
| Employer contribution / active EE | $4,070 | $4,344-6.3% | $6,162-33.9% | $2,565+58.7% |
| Participant deferral / active EE | $16,408 | $6,260+162.1% | $8,221+99.6% | $3,952+315.2% |
| Admin fee / account holder | $23,344 | $8,630+170.5% | $12,045+93.8% | $6,260+272.9% |