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 | $348,386 | $99,020+251.8% | $86,590+302.3% | $147,584+136.1% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 44.73% | 1312.34%-1267.6pp | 964.84%-920.1pp | 578.55%-533.8pp |
| Employer contribution / active EE | $15,724 | $3,132+402.0% | $2,839+453.8% | $4,876+222.4% |
| Participant deferral / active EE | $11,456 | $3,972+188.4% | $3,609+217.5% | $5,439+110.6% |
| Admin fee / account holder | $1,099 | $5,710-80.7% | $4,906-77.6% | $10,885-89.9% |