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 | $377,279 | $176,056+114.3% | $159,436+136.6% | $167,490+125.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.38% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,938 | $5,297-25.7% | $4,829-18.5% | $4,837-18.6% |
| Participant deferral / active EE | $13,312 | $7,750+71.8% | $7,352+81.1% | $6,341+109.9% |
| Admin fee / account holder | $4,334 | $12,554-65.5% | $10,799-59.9% | $12,309-64.8% |