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 | $503,163 | $127,065+296.0% | $113,168+344.6% | $142,382+253.4% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,801 | $3,442-18.6% | $2,975-5.9% | $4,299-34.8% |
| Participant deferral / active EE | $12,446 | $5,716+117.7% | $5,107+143.7% | $6,507+91.3% |
| Admin fee / account holder | $48,795 | $15,736+210.1% | $12,068+304.3% | $12,624+286.5% |