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 | $340,349 | $124,185+174.1% | $108,410+213.9% | $167,490+103.2% |
| Participation rate | 95.0% | 82.3%+12.7pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 17.41% | 1379.64%-1362.2pp | 905.27%-887.9pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,681 | $4,187+59.6% | $3,558+87.8% | $4,837+38.1% |
| Participant deferral / active EE | $12,602 | $6,908+82.4% | $6,563+92.0% | $6,341+98.7% |
| Admin fee / account holder | $43,916 | $9,455+364.5% | $7,295+502.0% | $12,309+256.8% |