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 | $274,195 | $171,865+59.5% | $149,718+83.1% | $147,584+85.8% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 15.95% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,453 | $6,275-45.0% | $5,445-36.6% | $4,876-29.2% |
| Participant deferral / active EE | $9,339 | $7,271+28.4% | $6,569+42.2% | $5,439+71.7% |
| Admin fee / account holder | $1,491 | $13,799-89.2% | $11,283-86.8% | $10,885-86.3% |