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 | $321,082 | $124,185+158.6% | $108,410+196.2% | $167,490+91.7% |
| Participation rate | 95.0% | 82.3%+12.7pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 22.81% | 1379.64%-1356.8pp | 905.27%-882.5pp | 478.56%-455.7pp |
| Employer contribution / active EE | $3,430 | $4,187-18.1% | $3,558-3.6% | $4,837-29.1% |
| Participant deferral / active EE | $8,468 | $6,908+22.6% | $6,563+29.0% | $6,341+33.5% |
| Admin fee / account holder | $7,710 | $9,455-18.5% | $7,295+5.7% | $12,309-37.4% |