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 | $378,583 | $183,519+106.3% | $155,509+143.4% | $145,922+159.4% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 9.97% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $4,322 | $5,313-18.7% | $4,672-7.5% | $4,660-7.3% |
| Participant deferral / active EE | $8,912 | $6,462+37.9% | $5,626+58.4% | $6,688+33.3% |
| Admin fee / account holder | $9,440 | $19,313-51.1% | $15,912-40.7% | $13,397-29.5% |