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 | $354,719 | $178,174+99.1% | $156,181+127.1% | $137,256+158.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 17.51% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,080 | $4,972-17.9% | $4,294-5.0% | $4,156-1.8% |
| Participant deferral / active EE | $9,827 | $6,888+42.7% | $6,132+60.3% | $6,407+53.4% |
| Admin fee / account holder | $7,260 | $17,404-58.3% | $14,586-50.2% | $12,270-40.8% |