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 | $316,729 | $165,984+90.8% | $164,813+92.2% | $145,922+117.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 15.21% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,844 | $5,273-46.1% | $4,341-34.5% | $4,660-39.0% |
| Participant deferral / active EE | $6,035 | $6,959-13.3% | $6,031+0.1% | $6,688-9.8% |
| Admin fee / account holder | $27,028 | $16,648+62.3% | $12,690+113.0% | $13,397+101.7% |