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 | $266,026 | $99,020+168.7% | $86,590+207.2% | $147,584+80.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 16.08% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,730 | $3,132+19.1% | $2,839+31.4% | $4,876-23.5% |
| Participant deferral / active EE | $10,482 | $3,972+163.9% | $3,609+190.5% | $5,439+92.7% |
| Admin fee / account holder | $820 | $5,710-85.6% | $4,906-83.3% | $10,885-92.5% |