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 | $328,633 | $108,912+201.7% | $100,383+227.4% | $145,959+125.2% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.94% | 57.96%-44.0pp | 49.26%-35.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,240 | $4,423-26.7% | $3,944-17.8% | $4,661-30.5% |
| Participant deferral / active EE | $11,294 | $8,451+33.6% | $8,086+39.7% | $6,689+68.9% |
| Admin fee / account holder | $70,755 | $9,690+630.2% | $7,900+795.6% | $13,398+428.1% |