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 | $377,035 | $67,823+455.9% | $52,425+619.2% | $137,256+174.7% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 15.72% | 219.11%-203.4pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,649 | $1,163+299.7% | $914+408.5% | $4,156+11.9% |
| Participant deferral / active EE | $13,959 | $2,288+510.1% | $1,790+679.6% | $6,407+117.9% |
| Admin fee / account holder | $17,861 | $2,844+528.0% | $2,495+615.9% | $12,270+45.6% |