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 | $283,914 | $226,064+25.6% | $182,532+55.5% | $152,861+85.7% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.4%+11.7pp |
| Annual return | 24.10% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,976 | $4,978-40.2% | $4,076-27.0% | $4,762-37.5% |
| Participant deferral / active EE | $17,021 | $6,368+167.3% | $5,524+208.1% | $5,850+191.0% |
| Admin fee / account holder | $3,906 | $10,703-63.5% | $8,592-54.5% | $11,596-66.3% |