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 | $303,291 | $96,305+214.9% | $80,569+276.4% | $139,434+117.5% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 21.16% | 1350.08%-1328.9pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,239 | $3,262-0.7% | $2,723+18.9% | $4,751-31.8% |
| Participant deferral / active EE | $9,722 | $5,232+85.8% | $4,447+118.6% | $6,710+44.9% |
| Admin fee / account holder | $1,818 | $6,599-72.4% | $5,377-66.2% | $11,403-84.1% |