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 | $465,330 | $155,788+198.7% | $124,672+273.2% | $167,490+177.8% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 41.02% | 17.97%+23.0pp | 5142.93%-5101.9pp | 478.56%-437.5pp |
| Employer contribution / active EE | $1,221 | $4,163-70.7% | $3,324-63.3% | $4,837-74.8% |
| Participant deferral / active EE | $5,765 | $5,673+1.6% | $4,614+24.9% | $6,341-9.1% |
| Admin fee / account holder | $6,275 | $9,531-34.2% | $7,493-16.3% | $12,309-49.0% |