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 | $624,370 | $183,519+240.2% | $155,509+301.5% | $145,922+327.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 22.53% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.8pp |
| Employer contribution / active EE | $4,005 | $5,313-24.6% | $4,672-14.3% | $4,660-14.1% |
| Participant deferral / active EE | $13,794 | $6,462+113.5% | $5,626+145.2% | $6,688+106.3% |
| Admin fee / account holder | $5,126 | $19,313-73.5% | $15,912-67.8% | $13,397-61.7% |