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 | $637,355 | $116,175+448.6% | $93,606+580.9% | $152,861+317.0% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 19.30% | 35.96%-16.7pp | 32.76%-13.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,972 | $3,218-38.7% | $2,718-27.4% | $4,762-58.6% |
| Participant deferral / active EE | $5,278 | $4,603+14.7% | $4,069+29.7% | $5,850-9.8% |
| Admin fee / account holder | $464 | $10,748-95.7% | $7,888-94.1% | $11,596-96.0% |