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 | $333,786 | $105,181+217.3% | $159,436+109.4% | $85,850+288.8% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 14.92% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,462 | $3,318+34.5% | $4,829-7.6% | $2,565+74.0% |
| Participant deferral / active EE | $10,133 | $5,945+70.5% | $7,352+37.8% | $3,952+156.4% |
| Admin fee / account holder | $14,171 | $6,933+104.4% | $10,799+31.2% | $6,260+126.4% |