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 | $333,796 | $179,726+85.7% | $156,263+113.6% | $142,382+134.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 15.34% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $14,022 | $5,069+176.6% | $4,333+223.6% | $4,299+226.2% |
| Participant deferral / active EE | $8,664 | $6,956+24.6% | $6,158+40.7% | $6,507+33.1% |
| Admin fee / account holder | $2,045 | $17,272-88.2% | $14,255-85.7% | $12,624-83.8% |