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 | $544,128 | $157,256+246.0% | $141,162+285.5% | $152,861+256.0% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 20.58% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,205 | $5,261-58.1% | $4,735-53.4% | $4,762-53.7% |
| Participant deferral / active EE | $8,821 | $7,109+24.1% | $6,709+31.5% | $5,850+50.8% |
| Admin fee / account holder | $1,708 | $12,120-85.9% | $10,261-83.4% | $11,596-85.3% |