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 | $390,032 | $210,698+85.1% | $178,014+119.1% | $145,959+167.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 10.13% | 386.27%-376.1pp | 294.80%-284.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,958 | $4,567-35.2% | $3,950-25.1% | $4,661-36.5% |
| Participant deferral / active EE | $4,764 | $6,958-31.5% | $6,276-24.1% | $6,689-28.8% |
| Admin fee / account holder | $219,924 | $12,016+1730.3% | $10,362+2022.5% | $13,398+1541.5% |