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 | $394,787 | $210,648+87.4% | $177,989+121.8% | $145,922+170.5% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 12.23% | 385.86%-373.6pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,166 | $4,565-30.6% | $3,949-19.8% | $4,660-32.1% |
| Participant deferral / active EE | $9,444 | $6,958+35.7% | $6,276+50.5% | $6,688+41.2% |
| Admin fee / account holder | $2,295 | $12,013-80.9% | $10,363-77.9% | $13,397-82.9% |