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 6-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 | $260,935 | $124,185+110.1% | $108,410+140.7% | $167,490+55.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.57% | 1379.64%-1366.1pp | 905.27%-891.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,884 | $4,187-31.1% | $3,558-18.9% | $4,837-40.4% |
| Participant deferral / active EE | $9,679 | $6,908+40.1% | $6,563+47.5% | $6,341+52.6% |
| Admin fee / account holder | $880 | $9,455-90.7% | $7,295-87.9% | $12,309-92.8% |