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 | $265,290 | $102,604+158.6% | $86,188+207.8% | $139,434+90.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 19.12% | 1922.51%-1903.4pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,075 | $3,032+133.3% | $2,380+197.2% | $4,751+48.9% |
| Participant deferral / active EE | $1,806 | $4,676-61.4% | $3,985-54.7% | $6,710-73.1% |
| Admin fee / account holder | $602 | $8,657-93.0% | $6,852-91.2% | $11,403-94.7% |