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 | $307,879 | $96,635+218.6% | $86,612+255.5% | $139,434+120.8% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 20.20% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,930 | $3,263+20.4% | $3,022+30.0% | $4,751-17.3% |
| Participant deferral / active EE | $9,938 | $4,836+105.5% | $4,438+123.9% | $6,710+48.1% |
| Admin fee / account holder | $2,169 | $6,408-66.1% | $5,614-61.4% | $11,403-81.0% |