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 4-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 | $374,729 | $210,648+77.9% | $177,989+110.5% | $145,922+156.8% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 13.56% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,820 | $4,565+49.4% | $3,949+72.7% | $4,660+46.4% |
| Participant deferral / active EE | $11,852 | $6,958+70.3% | $6,276+88.8% | $6,688+77.2% |
| Admin fee / account holder | $10,012 | $12,013-16.7% | $10,363-3.4% | $13,397-25.3% |