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 | $341,642 | $150,440+127.1% | $136,294+150.7% | $147,584+131.5% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 19.31% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,261 | $5,256-57.0% | $4,695-51.8% | $4,876-53.6% |
| Participant deferral / active EE | $9,568 | $6,630+44.3% | $6,247+53.2% | $5,439+75.9% |
| Admin fee / account holder | $1,381 | $10,905-87.3% | $9,243-85.1% | $10,885-87.3% |