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 | $417,932 | $155,788+168.3% | $124,672+235.2% | $167,490+149.5% |
| Participation rate | 88.2% | 81.1%+7.1pp | 74.6%+13.6pp | 82.1%+6.1pp |
| Annual return | 33.18% | 17.97%+15.2pp | 5142.93%-5109.8pp | 478.56%-445.4pp |
| Employer contribution / active EE | $2,910 | $4,163-30.1% | $3,324-12.4% | $4,837-39.8% |
| Participant deferral / active EE | $10,530 | $5,673+85.6% | $4,614+128.2% | $6,341+66.1% |
| Admin fee / account holder | $8,513 | $9,531-10.7% | $7,493+13.6% | $12,309-30.8% |