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 | $399,547 | $209,411+90.8% | $178,490+123.8% | $158,922+151.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 16.04% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $9,918 | $5,706+73.8% | $5,011+97.9% | $4,761+108.3% |
| Participant deferral / active EE | $6,760 | $5,954+13.5% | $5,202+30.0% | $5,982+13.0% |
| Admin fee / account holder | $193,077 | $17,074+1030.8% | $13,984+1280.7% | $11,246+1616.9% |