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 | $285,600 | $203,436+40.4% | $152,466+87.3% | $167,490+70.5% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.2%+12.7pp | 82.1%+8.8pp |
| Annual return | 9.31% | 13.80%-4.5pp | 757.33%-748.0pp | 478.56%-469.2pp |
| Employer contribution / active EE | $13,586 | $5,220+160.3% | $4,327+214.0% | $4,837+180.8% |
| Participant deferral / active EE | $11,657 | $6,716+73.6% | $5,820+100.3% | $6,341+83.8% |
| Admin fee / account holder | $122,793 | $22,506+445.6% | $15,805+676.9% | $12,309+897.6% |