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 | $285,849 | $109,817+160.3% | $98,442+190.4% | $167,490+70.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 13.10% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $9,941 | $3,224+208.4% | $2,960+235.9% | $4,837+105.5% |
| Participant deferral / active EE | $8,154 | $4,673+74.5% | $4,276+90.7% | $6,341+28.6% |
| Admin fee / account holder | $3,195 | $6,753-52.7% | $5,949-46.3% | $12,309-74.0% |