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 | $271,564 | $99,020+174.3% | $86,590+213.6% | $147,584+84.0% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 16.67% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,158 | $3,132-63.0% | $2,839-59.2% | $4,876-76.2% |
| Participant deferral / active EE | $10,078 | $3,972+153.7% | $3,609+179.3% | $5,439+85.3% |
| Admin fee / account holder | $9,212 | $5,710+61.3% | $4,906+87.8% | $10,885-15.4% |