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 | $285,188 | $165,984+71.8% | $164,813+73.0% | $145,922+95.4% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 20.93% | 100.03%-79.1pp | 69.93%-49.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,398 | $5,273-54.5% | $4,341-44.8% | $4,660-48.5% |
| Participant deferral / active EE | $6,412 | $6,959-7.9% | $6,031+6.3% | $6,688-4.1% |
| Admin fee / account holder | $3,073 | $16,648-81.5% | $12,690-75.8% | $13,397-77.1% |