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 | $357,067 | $150,187+137.7% | $120,354+196.7% | $145,922+144.7% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 15.15% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,196 | $4,348-49.5% | $3,463-36.6% | $4,660-52.9% |
| Participant deferral / active EE | $10,795 | $6,173+74.9% | $4,991+116.3% | $6,688+61.4% |
| Admin fee / account holder | $103,036 | $12,207+744.1% | $9,423+993.5% | $13,397+669.1% |