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 | $303,234 | $175,202+73.1% | $149,673+102.6% | $139,434+117.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.34% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,596 | $5,474-70.8% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $5,179 | $6,519-20.6% | $5,680-8.8% | $6,710-22.8% |
| Admin fee / account holder | $163,015 | $16,150+909.4% | $13,210+1134.0% | $11,403+1329.6% |