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 | $283,724 | $144,119+96.9% | $117,854+140.7% | $147,584+92.2% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 19.36% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,775 | $4,896-22.9% | $3,786-0.3% | $4,876-22.6% |
| Participant deferral / active EE | $9,871 | $5,316+85.7% | $4,482+120.3% | $5,439+81.5% |
| Admin fee / account holder | $8,107 | $10,886-25.5% | $8,020+1.1% | $10,885-25.5% |