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 | $251,368 | $176,056+42.8% | $159,436+57.7% | $167,490+50.1% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 13.57% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,549 | $5,297-14.1% | $4,829-5.8% | $4,837-6.0% |
| Participant deferral / active EE | $8,971 | $7,750+15.8% | $7,352+22.0% | $6,341+41.5% |
| Admin fee / account holder | $7,635 | $12,554-39.2% | $10,799-29.3% | $12,309-38.0% |