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 | $485,633 | $227,553+113.4% | $189,557+156.2% | $167,490+189.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 13.52% | 78.40%-64.9pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,562 | $5,316-51.8% | $4,412-41.9% | $4,837-47.0% |
| Participant deferral / active EE | $3,830 | $7,002-45.3% | $6,174-38.0% | $6,341-39.6% |
| Admin fee / account holder | $39,516 | $11,878+232.7% | $9,807+302.9% | $12,309+221.0% |