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 | $297,228 | $109,817+170.7% | $98,442+201.9% | $167,490+77.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 18.88% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $4,731 | $3,224+46.8% | $2,960+59.9% | $4,837-2.2% |
| Participant deferral / active EE | $2,586 | $4,673-44.7% | $4,276-39.5% | $6,341-59.2% |
| Admin fee / account holder | $3,222 | $6,753-52.3% | $5,949-45.8% | $12,309-73.8% |