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 | $299,660 | $157,256+90.6% | $141,162+112.3% | $152,861+96.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.43% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,821 | $5,261-46.4% | $4,735-40.4% | $4,762-40.8% |
| Participant deferral / active EE | $8,901 | $7,109+25.2% | $6,709+32.7% | $5,850+52.2% |
| Admin fee / account holder | $30,691 | $12,120+153.2% | $10,261+199.1% | $11,596+164.7% |