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 | $411,279 | $138,065+197.9% | $123,544+232.9% | $135,375+203.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 7.28% | 153.68%-146.4pp | 119.20%-111.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $4,719 | $5,151-8.4% | $4,628+2.0% | $4,779-1.2% |
| Participant deferral / active EE | $9,600 | $6,799+41.2% | $6,426+49.4% | $5,609+71.2% |
| Admin fee / account holder | $552 | $10,916-94.9% | $9,284-94.1% | $10,827-94.9% |