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 | $411,975 | $202,432+103.5% | $169,368+143.2% | $139,434+195.5% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 38.59% | 531.74%-493.1pp | 405.60%-367.0pp | 372.94%-334.3pp |
| Employer contribution / active EE | $3,898 | $4,692-16.9% | $4,013-2.9% | $4,751-17.9% |
| Participant deferral / active EE | $15,365 | $6,938+121.5% | $6,221+147.0% | $6,710+129.0% |
| Admin fee / account holder | $46,955 | $10,708+338.5% | $9,003+421.5% | $11,403+311.8% |