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 | $281,635 | $165,984+69.7% | $164,813+70.9% | $145,922+93.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 12.22% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,904 | $5,273-26.0% | $4,341-10.1% | $4,660-16.2% |
| Participant deferral / active EE | $17,202 | $6,959+147.2% | $6,031+185.2% | $6,688+157.2% |
| Admin fee / account holder | $63,553 | $16,648+281.7% | $12,690+400.8% | $13,397+374.4% |