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 | $381,010 | $109,982+246.4% | $97,226+291.9% | $145,922+161.1% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 60.61% | 242.90%-182.3pp | 75.13%-14.5pp | 561.29%-500.7pp |
| Employer contribution / active EE | $513 | $3,084-83.4% | $2,729-81.2% | $4,660-89.0% |
| Participant deferral / active EE | $4,271 | $4,676-8.7% | $4,264+0.2% | $6,688-36.1% |
| Admin fee / account holder | $13,023 | $6,221+109.4% | $5,654+130.4% | $13,397-2.8% |