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 | $327,141 | $157,256+108.0% | $141,162+131.7% | $152,861+114.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 20.76% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $16,554 | $5,261+214.7% | $4,735+249.6% | $4,762+247.6% |
| Participant deferral / active EE | $10,501 | $7,109+47.7% | $6,709+56.5% | $5,850+79.5% |
| Admin fee / account holder | $51,886 | $12,120+328.1% | $10,261+405.6% | $11,596+347.4% |