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 | $339,410 | $108,919+211.6% | $100,391+238.1% | $145,922+132.6% |
| Participation rate | 94.7% | 82.9%+11.8pp | 81.5%+13.3pp | 80.3%+14.5pp |
| Annual return | 28.02% | 57.88%-29.9pp | 49.20%-21.2pp | 561.29%-533.3pp |
| Employer contribution / active EE | $4,291 | $4,419-2.9% | $3,942+8.9% | $4,660-7.9% |
| Participant deferral / active EE | $9,776 | $8,445+15.8% | $8,082+21.0% | $6,688+46.2% |
| Admin fee / account holder | $53,633 | $9,689+453.6% | $7,899+579.0% | $13,397+300.3% |