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 | $295,280 | $154,117+91.6% | $129,995+127.1% | $139,434+111.8% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 18.79% | 32.48%-13.7pp | -137.18%+156.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $6,894 | $5,289+30.3% | $4,320+59.6% | $4,751+45.1% |
| Participant deferral / active EE | $7,722 | $6,710+15.1% | $5,820+32.7% | $6,710+15.1% |
| Admin fee / account holder | $69,431 | $14,007+395.7% | $10,614+554.1% | $11,403+508.9% |