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 | $378,454 | $210,648+79.7% | $177,989+112.6% | $145,922+159.4% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 21.72% | 385.86%-364.1pp | 294.48%-272.8pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,835 | $4,565-37.9% | $3,949-28.2% | $4,660-39.1% |
| Participant deferral / active EE | $8,172 | $6,958+17.5% | $6,276+30.2% | $6,688+22.2% |
| Admin fee / account holder | $4,556 | $12,013-62.1% | $10,363-56.0% | $13,397-66.0% |