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 | $313,066 | $157,256+99.1% | $141,162+121.8% | $152,861+104.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 22.36% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,235 | $5,261-38.5% | $4,735-31.7% | $4,762-32.1% |
| Participant deferral / active EE | $13,583 | $7,109+91.1% | $6,709+102.5% | $5,850+132.2% |
| Admin fee / account holder | $2,778 | $12,120-77.1% | $10,261-72.9% | $11,596-76.0% |