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 | $359,502 | $157,256+128.6% | $141,162+154.7% | $152,861+135.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.53% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,398 | $5,261-54.4% | $4,735-49.4% | $4,762-49.7% |
| Participant deferral / active EE | $8,724 | $7,109+22.7% | $6,709+30.0% | $5,850+49.1% |
| Admin fee / account holder | $3,447 | $12,120-71.6% | $10,261-66.4% | $11,596-70.3% |