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 | $364,471 | $176,056+107.0% | $159,436+128.6% | $167,490+117.6% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,169 | $5,297-21.3% | $4,829-13.7% | $4,837-13.8% |
| Participant deferral / active EE | $7,092 | $7,750-8.5% | $7,352-3.5% | $6,341+11.8% |
| Admin fee / account holder | $31,444 | $12,554+150.5% | $10,799+191.2% | $12,309+155.5% |