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 | $301,824 | $172,111+75.4% | $150,298+100.8% | $137,256+119.9% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 14.47% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,490 | $4,636-46.3% | $4,154-40.1% | $4,156-40.1% |
| Participant deferral / active EE | $7,653 | $6,166+24.1% | $5,453+40.3% | $6,407+19.4% |
| Admin fee / account holder | $4,481 | $16,471-72.8% | $14,116-68.3% | $12,270-63.5% |