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 | $301,090 | $159,901+88.3% | $146,958+104.9% | $145,922+106.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 16.20% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,548 | $5,286-70.7% | $4,933-68.6% | $4,660-66.8% |
| Participant deferral / active EE | $13,000 | $8,428+54.2% | $8,070+61.1% | $6,688+94.4% |
| Admin fee / account holder | $5,849 | $15,044-61.1% | $12,998-55.0% | $13,397-56.3% |