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 | $328,762 | $124,185+164.7% | $108,410+203.3% | $167,490+96.3% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 18.77% | 1379.64%-1360.9pp | 905.27%-886.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,066 | $4,187-74.5% | $3,558-70.1% | $4,837-78.0% |
| Participant deferral / active EE | $3,423 | $6,908-50.4% | $6,563-47.8% | $6,341-46.0% |
| Admin fee / account holder | $6,912 | $9,455-26.9% | $7,295-5.3% | $12,309-43.8% |