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 | $397,123 | $157,256+152.5% | $141,162+181.3% | $152,861+159.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 23.43% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,566 | $5,261-51.2% | $4,735-45.8% | $4,762-46.1% |
| Participant deferral / active EE | $5,550 | $7,109-21.9% | $6,709-17.3% | $5,850-5.1% |
| Admin fee / account holder | $18,434 | $12,120+52.1% | $10,261+79.7% | $11,596+59.0% |