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 | $310,922 | $137,414+126.3% | $189,513+64.1% | $85,850+262.2% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 15.28% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $11,246 | $4,344+158.9% | $6,162+82.5% | $2,565+338.4% |
| Participant deferral / active EE | $8,933 | $6,260+42.7% | $8,221+8.7% | $3,952+126.1% |
| Admin fee / account holder | $2,280 | $8,630-73.6% | $12,045-81.1% | $6,260-63.6% |