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 | $549,563 | $159,602+244.3% | $150,045+266.3% | $142,382+286.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.38% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $15,294 | $4,961+208.3% | $4,693+225.9% | $4,299+255.8% |
| Participant deferral / active EE | $14,764 | $8,310+77.7% | $7,997+84.6% | $6,507+126.9% |
| Admin fee / account holder | $8,024 | $14,846-46.0% | $13,435-40.3% | $12,624-36.4% |