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 | $497,281 | $198,466+150.6% | $170,442+191.8% | $147,584+236.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 109.18% | 257.29%-148.1pp | 205.93%-96.8pp | 578.55%-469.4pp |
| Employer contribution / active EE | $2,324 | $6,184-62.4% | $5,433-57.2% | $4,876-52.3% |
| Participant deferral / active EE | $5,387 | $5,629-4.3% | $4,939+9.1% | $5,439-1.0% |
| Admin fee / account holder | $2,502 | $16,852-85.2% | $13,880-82.0% | $10,885-77.0% |