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 | $432,280 | $165,984+160.4% | $164,813+162.3% | $145,922+196.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 15.98% | 100.03%-84.1pp | 69.93%-53.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,523 | $5,273-33.2% | $4,341-18.8% | $4,660-24.4% |
| Participant deferral / active EE | $11,040 | $6,959+58.6% | $6,031+83.0% | $6,688+65.1% |
| Admin fee / account holder | $125,653 | $16,648+654.8% | $12,690+890.2% | $13,397+837.9% |