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 | $316,945 | $127,065+149.4% | $113,168+180.1% | $142,382+122.6% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 15.18% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $11,269 | $3,442+227.4% | $2,975+278.8% | $4,299+162.1% |
| Participant deferral / active EE | $2,925 | $5,716-48.8% | $5,107-42.7% | $6,507-55.1% |
| Admin fee / account holder | $783 | $15,736-95.0% | $12,068-93.5% | $12,624-93.8% |