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 | $311,469 | $159,602+95.2% | $150,045+107.6% | $142,382+118.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.47% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $8,591 | $4,961+73.2% | $4,693+83.0% | $4,299+99.8% |
| Participant deferral / active EE | $13,230 | $8,310+59.2% | $7,997+65.4% | $6,507+103.3% |
| Admin fee / account holder | $5,743 | $14,846-61.3% | $13,435-57.3% | $12,624-54.5% |