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 | $514,029 | $159,901+221.5% | $146,958+249.8% | $145,922+252.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,284 | $5,286-37.9% | $4,933-33.4% | $4,660-29.5% |
| Participant deferral / active EE | $14,077 | $8,428+67.0% | $8,070+74.4% | $6,688+110.5% |
| Admin fee / account holder | $10,203 | $15,044-32.2% | $12,998-21.5% | $13,397-23.8% |