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 | $395,459 | $176,056+124.6% | $159,436+148.0% | $167,490+136.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.49% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,472 | $5,297-15.6% | $4,829-7.4% | $4,837-7.5% |
| Participant deferral / active EE | $17,305 | $7,750+123.3% | $7,352+135.4% | $6,341+172.9% |
| Admin fee / account holder | $187,336 | $12,554+1392.2% | $10,799+1634.8% | $12,309+1421.9% |