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 5-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 | $377,391 | $88,751+325.2% | $81,812+361.3% | $145,922+158.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.93% | 1025.40%-1007.5pp | 773.79%-755.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,709 | $3,083-12.1% | $2,912-7.0% | $4,660-41.9% |
| Participant deferral / active EE | $8,407 | $4,643+81.1% | $4,319+94.7% | $6,688+25.7% |
| Admin fee / account holder | $4,954 | $8,415-41.1% | $7,386-32.9% | $13,397-63.0% |