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 | $256,645 | $102,966+149.3% | $90,281+184.3% | $152,861+67.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 19.11% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,625 | $3,139+15.5% | $2,854+27.0% | $4,762-23.9% |
| Participant deferral / active EE | $14,761 | $4,281+244.8% | $3,885+279.9% | $5,850+152.3% |
| Admin fee / account holder | $844 | $6,171-86.3% | $5,351-84.2% | $11,596-92.7% |