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 | $368,523 | $105,181+250.4% | $159,436+131.1% | $85,850+329.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 14.92% | 45.07%-30.2pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $5,400 | $3,318+62.7% | $4,829+11.8% | $2,565+110.5% |
| Participant deferral / active EE | $12,530 | $5,945+110.8% | $7,352+70.4% | $3,952+217.1% |
| Admin fee / account holder | $2,751 | $6,933-60.3% | $10,799-74.5% | $6,260-56.1% |