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 | $432,023 | $74,888+476.9% | $71,209+506.7% | $142,382+203.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 14.92% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,679 | $2,854-6.2% | $2,721-1.6% | $4,299-37.7% |
| Participant deferral / active EE | $13,174 | $4,454+195.8% | $4,175+215.5% | $6,507+102.5% |
| Admin fee / account holder | $46,270 | $5,568+730.9% | $5,349+765.1% | $12,624+266.5% |