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 | $302,018 | $102,604+194.4% | $86,188+250.4% | $139,434+116.6% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 18.06% | 1922.51%-1904.4pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,796 | $3,032-7.8% | $2,380+17.5% | $4,751-41.2% |
| Participant deferral / active EE | $9,320 | $4,676+99.3% | $3,985+133.8% | $6,710+38.9% |
| Admin fee / account holder | $2,355 | $8,657-72.8% | $6,852-65.6% | $11,403-79.3% |