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 | $250,460 | $183,519+36.5% | $155,509+61.1% | $145,922+71.6% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,693 | $5,313+44.8% | $4,672+64.6% | $4,660+65.1% |
| Participant deferral / active EE | $7,855 | $6,462+21.5% | $5,626+39.6% | $6,688+17.5% |
| Admin fee / account holder | $1,466 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |