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 | $379,821 | $112,096+238.8% | $95,952+295.8% | $158,922+139.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.93% | 171.09%-150.2pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,012 | $3,198-37.1% | $2,541-20.8% | $4,761-57.7% |
| Participant deferral / active EE | $4,069 | $4,784-15.0% | $4,167-2.4% | $5,982-32.0% |
| Admin fee / account holder | $1,977 | $10,130-80.5% | $6,795-70.9% | $11,246-82.4% |