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 | $422,028 | $105,998+298.1% | $92,233+357.6% | $147,584+186.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.37% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,079 | $4,333-28.9% | $3,679-16.3% | $4,876-36.9% |
| Participant deferral / active EE | $15,386 | $4,478+243.6% | $3,897+294.8% | $5,439+182.9% |
| Admin fee / account holder | $4,520 | $6,332-28.6% | $5,194-13.0% | $10,885-58.5% |