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 | $330,618 | $176,056+87.8% | $159,436+107.4% | $167,490+97.4% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.40% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,929 | $5,297-44.7% | $4,829-39.4% | $4,837-39.5% |
| Participant deferral / active EE | $8,255 | $7,750+6.5% | $7,352+12.3% | $6,341+30.2% |
| Admin fee / account holder | $4,519 | $12,554-64.0% | $10,799-58.1% | $12,309-63.3% |