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 | $334,844 | $210,648+59.0% | $177,989+88.1% | $145,922+129.5% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 13.20% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,797 | $4,565-16.8% | $3,949-3.8% | $4,660-18.5% |
| Participant deferral / active EE | $13,387 | $6,958+92.4% | $6,276+113.3% | $6,688+100.2% |
| Admin fee / account holder | $41,431 | $12,013+244.9% | $10,363+299.8% | $13,397+209.3% |