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 4-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 | $348,346 | $159,602+118.3% | $150,045+132.2% | $142,382+144.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.04% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,504 | $4,961+31.1% | $4,693+38.6% | $4,299+51.3% |
| Participant deferral / active EE | $13,886 | $8,310+67.1% | $7,997+73.6% | $6,507+113.4% |
| Admin fee / account holder | $6,729 | $14,846-54.7% | $13,435-49.9% | $12,624-46.7% |