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 | $429,252 | $157,256+173.0% | $141,162+204.1% | $152,861+180.8% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 24.83% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $5,271 | $5,261+0.2% | $4,735+11.3% | $4,762+10.7% |
| Participant deferral / active EE | $12,216 | $7,109+71.8% | $6,709+82.1% | $5,850+108.8% |
| Admin fee / account holder | $2,401 | $12,120-80.2% | $10,261-76.6% | $11,596-79.3% |