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 | $337,412 | $176,056+91.6% | $159,436+111.6% | $167,490+101.5% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.59% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $11,028 | $5,297+108.2% | $4,829+128.3% | $4,837+128.0% |
| Participant deferral / active EE | $7,253 | $7,750-6.4% | $7,352-1.3% | $6,341+14.4% |
| Admin fee / account holder | $32,235 | $12,554+156.8% | $10,799+198.5% | $12,309+161.9% |