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 | $316,734 | $100,773+214.3% | $88,946+256.1% | $142,382+122.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 14.45% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,186 | $2,918+77.7% | $2,555+103.0% | $4,299+20.6% |
| Participant deferral / active EE | $13,820 | $5,230+164.2% | $4,581+201.7% | $6,507+112.4% |
| Admin fee / account holder | $45,589 | $9,693+370.3% | $8,261+451.9% | $12,624+261.1% |