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 | $354,937 | $217,402+63.3% | $185,823+91.0% | $167,490+111.9% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 16.08% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $19,337 | $5,873+229.2% | $5,167+274.2% | $4,837+299.7% |
| Participant deferral / active EE | $2,451 | $6,356-61.4% | $5,568-56.0% | $6,341-61.3% |
| Admin fee / account holder | $2,180 | $19,811-89.0% | $16,237-86.6% | $12,309-82.3% |