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 | $303,202 | $157,256+92.8% | $141,162+114.8% | $152,861+98.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 18.79% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,872 | $5,261-45.4% | $4,735-39.3% | $4,762-39.7% |
| Participant deferral / active EE | $5,407 | $7,109-23.9% | $6,709-19.4% | $5,850-7.6% |
| Admin fee / account holder | $174,471 | $12,120+1339.5% | $10,261+1600.3% | $11,596+1404.5% |