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 | $442,102 | $217,402+103.4% | $185,823+137.9% | $167,490+164.0% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 18.02% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $10,071 | $5,873+71.5% | $5,167+94.9% | $4,837+108.2% |
| Participant deferral / active EE | $10,166 | $6,356+59.9% | $5,568+82.6% | $6,341+60.3% |
| Admin fee / account holder | $1,735 | $19,811-91.2% | $16,237-89.3% | $12,309-85.9% |