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 9-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 | $400,540 | $183,519+118.3% | $155,509+157.6% | $145,922+174.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 23.16% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,342 | $5,313-55.9% | $4,672-49.9% | $4,660-49.7% |
| Participant deferral / active EE | $6,505 | $6,462+0.7% | $5,626+15.6% | $6,688-2.7% |
| Admin fee / account holder | $6,847 | $19,313-64.5% | $15,912-57.0% | $13,397-48.9% |