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 | $265,242 | $90,348+193.6% | $75,972+249.1% | $145,922+81.8% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 11.33% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $7,172 | $3,311+116.6% | $2,685+167.1% | $4,660+53.9% |
| Participant deferral / active EE | $7,930 | $5,162+53.6% | $4,255+86.4% | $6,688+18.6% |
| Admin fee / account holder | $14,383 | $8,467+69.9% | $6,467+122.4% | $13,397+7.4% |