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 | $330,016 | $156,846+110.4% | $121,098+172.5% | $139,434+136.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.36% | 1474.56%-1456.2pp | 985.75%-967.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,600 | $5,536+1.2% | $4,164+34.5% | $4,751+17.9% |
| Participant deferral / active EE | $12,614 | $4,844+160.4% | $4,080+209.2% | $6,710+88.0% |
| Admin fee / account holder | $984 | $6,946-85.8% | $5,644-82.6% | $11,403-91.4% |