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 | $380,032 | $176,056+115.9% | $159,436+138.4% | $167,490+126.9% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.21% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $20,896 | $5,297+294.5% | $4,829+332.7% | $4,837+332.0% |
| Participant deferral / active EE | $15,897 | $7,750+105.1% | $7,352+116.2% | $6,341+150.7% |
| Admin fee / account holder | $48,471 | $12,554+286.1% | $10,799+348.9% | $12,309+293.8% |