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 | $297,908 | $99,020+200.9% | $86,590+244.0% | $147,584+101.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.06% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,846 | $3,132+54.7% | $2,839+70.7% | $4,876-0.6% |
| Participant deferral / active EE | $8,694 | $3,972+118.9% | $3,609+140.9% | $5,439+59.9% |
| Admin fee / account holder | $4,457 | $5,710-22.0% | $4,906-9.2% | $10,885-59.1% |