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 | $386,564 | $209,832+84.2% | $189,513+104.0% | $167,490+130.8% |
| Participation rate | 94.7% | 88.7%+6.1pp | 87.8%+6.9pp | 82.1%+12.6pp |
| Annual return | 21.32% | 748.27%-726.9pp | 555.15%-533.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $22,889 | $6,914+231.1% | $6,162+271.5% | $4,837+373.2% |
| Participant deferral / active EE | $16,339 | $8,935+82.9% | $8,221+98.7% | $6,341+157.7% |
| Admin fee / account holder | $7,807 | $14,293-45.4% | $12,045-35.2% | $12,309-36.6% |