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 | $454,992 | $178,174+155.4% | $156,181+191.3% | $137,256+231.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 13.26% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $17,022 | $4,972+242.4% | $4,294+296.4% | $4,156+309.6% |
| Participant deferral / active EE | $17,431 | $6,888+153.1% | $6,132+184.3% | $6,407+172.1% |
| Admin fee / account holder | $7,945 | $17,404-54.3% | $14,586-45.5% | $12,270-35.2% |