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 | $311,486 | $159,602+95.2% | $150,045+107.6% | $142,382+118.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 12.39% | 70.24%-57.8pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,574 | $4,961-7.8% | $4,693-2.5% | $4,299+6.4% |
| Participant deferral / active EE | $11,789 | $8,310+41.9% | $7,997+47.4% | $6,507+81.2% |
| Admin fee / account holder | $42,425 | $14,846+185.8% | $13,435+215.8% | $12,624+236.1% |