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 | $301,879 | $157,256+92.0% | $141,162+113.9% | $152,861+97.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.36% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,977 | $5,261-24.4% | $4,735-16.0% | $4,762-16.5% |
| Participant deferral / active EE | $11,915 | $7,109+67.6% | $6,709+77.6% | $5,850+103.7% |
| Admin fee / account holder | $1,889 | $12,120-84.4% | $10,261-81.6% | $11,596-83.7% |