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 | $345,631 | $176,056+96.3% | $159,436+116.8% | $167,490+106.4% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 13.38% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,254 | $5,297-38.6% | $4,829-32.6% | $4,837-32.7% |
| Participant deferral / active EE | $11,686 | $7,750+50.8% | $7,352+58.9% | $6,341+84.3% |
| Admin fee / account holder | $4,899 | $12,554-61.0% | $10,799-54.6% | $12,309-60.2% |