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 | $357,858 | $100,852+254.8% | $90,404+295.8% | $158,922+125.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 18.06% | 1724.20%-1706.1pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,558 | $3,689-3.6% | $3,262+9.1% | $4,761-25.3% |
| Participant deferral / active EE | $4,757 | $4,348+9.4% | $3,963+20.0% | $5,982-20.5% |
| Admin fee / account holder | $2,308 | $6,501-64.5% | $5,611-58.9% | $11,246-79.5% |