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 | $376,395 | $133,922+181.1% | $116,228+223.8% | $142,382+164.4% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 16.46% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,837 | $3,446+98.4% | $2,994+128.3% | $4,299+59.0% |
| Participant deferral / active EE | $11,597 | $5,672+104.5% | $4,953+134.1% | $6,507+78.2% |
| Admin fee / account holder | $2,704 | $14,945-81.9% | $11,989-77.4% | $12,624-78.6% |