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 | $308,669 | $217,402+42.0% | $185,823+66.1% | $167,490+84.3% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 25.35% | 148.36%-123.0pp | 122.05%-96.7pp | 478.56%-453.2pp |
| Employer contribution / active EE | $1,227 | $5,873-79.1% | $5,167-76.3% | $4,837-74.6% |
| Participant deferral / active EE | $4,363 | $6,356-31.4% | $5,568-21.6% | $6,341-31.2% |
| Admin fee / account holder | $47,871 | $19,811+141.6% | $16,237+194.8% | $12,309+288.9% |