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 | $283,050 | $210,648+34.4% | $177,989+59.0% | $145,922+94.0% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 15.02% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7,810 | $4,565+71.1% | $3,949+97.8% | $4,660+67.6% |
| Participant deferral / active EE | $16,197 | $6,958+132.8% | $6,276+158.1% | $6,688+142.2% |
| Admin fee / account holder | $6,011 | $12,013-50.0% | $10,363-42.0% | $13,397-55.1% |