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 | $495,243 | $159,901+209.7% | $146,958+237.0% | $145,922+239.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 10.30% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,247 | $5,286-38.6% | $4,933-34.2% | $4,660-30.3% |
| Participant deferral / active EE | $12,035 | $8,428+42.8% | $8,070+49.1% | $6,688+80.0% |
| Admin fee / account holder | $184,375 | $15,044+1125.6% | $12,998+1318.5% | $13,397+1276.2% |