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 | $294,703 | $109,817+168.4% | $98,442+199.4% | $167,490+76.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 21.85% | 1956.69%-1934.8pp | 1492.73%-1470.9pp | 478.56%-456.7pp |
| Employer contribution / active EE | $4,231 | $3,224+31.2% | $2,960+43.0% | $4,837-12.5% |
| Participant deferral / active EE | $9,059 | $4,673+93.8% | $4,276+111.8% | $6,341+42.9% |
| Admin fee / account holder | $2,360 | $6,753-65.1% | $5,949-60.3% | $12,309-80.8% |