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 | $431,878 | $157,256+174.6% | $141,162+205.9% | $152,861+182.5% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 17.70% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $12,057 | $5,261+129.2% | $4,735+154.6% | $4,762+153.2% |
| Participant deferral / active EE | $5,447 | $7,109-23.4% | $6,709-18.8% | $5,850-6.9% |
| Admin fee / account holder | $29,421 | $12,120+142.7% | $10,261+186.7% | $11,596+153.7% |