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 | $363,938 | $183,963+97.8% | $162,163+124.4% | $152,861+138.1% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 29.65% | 150.76%-121.1pp | 115.59%-85.9pp | 345.32%-315.7pp |
| Employer contribution / active EE | $2,689 | $6,371-57.8% | $5,614-52.1% | $4,762-43.5% |
| Participant deferral / active EE | $7,935 | $8,034-1.2% | $7,298+8.7% | $5,850+35.6% |
| Admin fee / account holder | $2,861 | $13,121-78.2% | $10,843-73.6% | $11,596-75.3% |