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 | $534,518 | $138,044+287.2% | $125,339+326.5% | $134,475+297.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.25% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,857 | $5,243-45.5% | $4,814-40.6% | $4,740-39.7% |
| Participant deferral / active EE | $3,481 | $7,799-55.4% | $7,446-53.3% | $6,400-45.6% |
| Admin fee / account holder | $28,835 | $11,571+149.2% | $10,010+188.1% | $11,426+152.4% |