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 | $317,610 | $102,604+209.6% | $86,188+268.5% | $139,434+127.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 13.02% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $6,921 | $3,032+128.2% | $2,380+190.8% | $4,751+45.7% |
| Participant deferral / active EE | $5,423 | $4,676+16.0% | $3,985+36.1% | $6,710-19.2% |
| Admin fee / account holder | $2,528 | $8,657-70.8% | $6,852-63.1% | $11,403-77.8% |