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 | $447,666 | $175,202+155.5% | $149,673+199.1% | $139,434+221.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 19.10% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,329 | $5,474-39.2% | $4,818-30.9% | $4,751-29.9% |
| Participant deferral / active EE | $13,178 | $6,519+102.2% | $5,680+132.0% | $6,710+96.4% |
| Admin fee / account holder | $149,401 | $16,150+825.1% | $13,210+1031.0% | $11,403+1210.2% |