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 9-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 | $293,685 | $157,256+86.8% | $141,162+108.0% | $152,861+92.1% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 17.97% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $38,003 | $5,261+622.4% | $4,735+702.6% | $4,762+698.0% |
| Participant deferral / active EE | $36,525 | $7,109+413.8% | $6,709+444.4% | $5,850+524.4% |
| Admin fee / account holder | $56,941 | $12,120+369.8% | $10,261+454.9% | $11,596+391.0% |