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 | $379,799 | $226,064+68.0% | $182,532+108.1% | $152,861+148.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.86% | 192.51%-163.6pp | 148.54%-119.7pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,841 | $4,978-63.0% | $4,076-54.8% | $4,762-61.3% |
| Participant deferral / active EE | $7,358 | $6,368+15.6% | $5,524+33.2% | $5,850+25.8% |
| Admin fee / account holder | $2,624 | $10,703-75.5% | $8,592-69.5% | $11,596-77.4% |