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 | $317,947 | $173,345+83.4% | $136,007+133.8% | $145,922+117.9% |
| Participation rate | 84.6% | 80.5%+4.2pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 16.84% | 1163.32%-1146.5pp | 579.32%-562.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $4,847 | $5,278-8.2% | $4,217+14.9% | $4,660+4.0% |
| Participant deferral / active EE | $11,012 | $8,699+26.6% | $7,025+56.8% | $6,688+64.7% |
| Admin fee / account holder | $61,634 | $9,954+519.2% | $6,858+798.7% | $13,397+360.1% |