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 | $290,936 | $109,817+164.9% | $98,442+195.5% | $167,490+73.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 21.37% | 1956.69%-1935.3pp | 1492.73%-1471.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,932 | $3,224-40.1% | $2,960-34.7% | $4,837-60.1% |
| Participant deferral / active EE | $6,975 | $4,673+49.3% | $4,276+63.1% | $6,341+10.0% |
| Admin fee / account holder | $1,077 | $6,753-84.0% | $5,949-81.9% | $12,309-91.2% |