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 | $374,683 | $102,604+265.2% | $86,188+334.7% | $139,434+168.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 16.04% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,543 | $3,032+49.8% | $2,380+90.9% | $4,751-4.4% |
| Participant deferral / active EE | $3,976 | $4,676-15.0% | $3,985-0.2% | $6,710-40.7% |
| Admin fee / account holder | $2,736 | $8,657-68.4% | $6,852-60.1% | $11,403-76.0% |