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 | $274,854 | $100,852+172.5% | $90,404+204.0% | $158,922+72.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 8.16% | 1724.20%-1716.0pp | 1293.02%-1284.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $11,327 | $3,689+207.1% | $3,262+247.2% | $4,761+137.9% |
| Participant deferral / active EE | $4,582 | $4,348+5.4% | $3,963+15.6% | $5,982-23.4% |
| Admin fee / account holder | $651 | $6,501-90.0% | $5,611-88.4% | $11,246-94.2% |