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 | $411,325 | $144,119+185.4% | $117,854+249.0% | $147,584+178.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 24.78% | 531.15%-506.4pp | 335.08%-310.3pp | 578.55%-553.8pp |
| Employer contribution / active EE | $4,778 | $4,896-2.4% | $3,786+26.2% | $4,876-2.0% |
| Participant deferral / active EE | $10,523 | $5,316+97.9% | $4,482+134.8% | $5,439+93.5% |
| Admin fee / account holder | $820 | $10,886-92.5% | $8,020-89.8% | $10,885-92.5% |