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 | $306,632 | $138,065+122.1% | $123,544+148.2% | $135,375+126.5% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | 3.88% | 153.68%-149.8pp | 119.20%-115.3pp | 519.73%-515.9pp |
| Employer contribution / active EE | $1,002 | $5,151-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $10,040 | $6,799+47.7% | $6,426+56.2% | $5,609+79.0% |
| Admin fee / account holder | $40,943 | $10,916+275.1% | $9,284+341.0% | $10,827+278.2% |