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 | $356,290 | $179,726+98.2% | $156,263+128.0% | $142,382+150.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 11.65% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $20,640 | $5,069+307.2% | $4,333+376.3% | $4,299+380.1% |
| Participant deferral / active EE | $35,306 | $6,956+407.6% | $6,158+473.3% | $6,507+442.6% |
| Admin fee / account holder | $209,580 | $17,272+1113.4% | $14,255+1370.3% | $12,624+1560.2% |