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 | $417,752 | $176,056+137.3% | $159,436+162.0% | $167,490+149.4% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 14.46% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,115 | $5,297-41.2% | $4,829-35.5% | $4,837-35.6% |
| Participant deferral / active EE | $14,078 | $7,750+81.7% | $7,352+91.5% | $6,341+122.0% |
| Admin fee / account holder | $39,206 | $12,554+212.3% | $10,799+263.1% | $12,309+218.5% |