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 | $338,082 | $144,119+134.6% | $117,854+186.9% | $147,584+129.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 18.72% | 531.15%-512.4pp | 335.08%-316.4pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,721 | $4,896-64.9% | $3,786-54.6% | $4,876-64.7% |
| Participant deferral / active EE | $6,955 | $5,316+30.8% | $4,482+55.2% | $5,439+27.9% |
| Admin fee / account holder | $3,887 | $10,886-64.3% | $8,020-51.5% | $10,885-64.3% |