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 | $277,917 | $210,648+31.9% | $177,989+56.1% | $145,922+90.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 14.69% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $670 | $4,565-85.3% | $3,949-83.0% | $4,660-85.6% |
| Participant deferral / active EE | $20,128 | $6,958+189.3% | $6,276+220.7% | $6,688+201.0% |
| Admin fee / account holder | $1,048 | $12,013-91.3% | $10,363-89.9% | $13,397-92.2% |