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 | $365,577 | $210,648+73.5% | $177,989+105.4% | $145,922+150.5% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.59% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,310 | $4,565-49.4% | $3,949-41.5% | $4,660-50.4% |
| Participant deferral / active EE | $18,969 | $6,958+172.6% | $6,276+202.2% | $6,688+183.6% |
| Admin fee / account holder | $49,690 | $12,013+313.6% | $10,363+379.5% | $13,397+270.9% |