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 | $331,124 | $105,181+214.8% | $159,436+107.7% | $85,850+285.7% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 165.21% | 45.07%+120.1pp | 263.57%-98.4pp | 318.53%-153.3pp |
| Employer contribution / active EE | $4,134 | $3,318+24.6% | $4,829-14.4% | $2,565+61.2% |
| Participant deferral / active EE | $8,121 | $5,945+36.6% | $7,352+10.5% | $3,952+105.5% |
| Admin fee / account holder | $523 | $6,933-92.5% | $10,799-95.2% | $6,260-91.6% |