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 | $313,891 | $144,119+117.8% | $117,854+166.3% | $147,584+112.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 11.01% | 531.15%-520.1pp | 335.08%-324.1pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,700 | $4,896-44.9% | $3,786-28.7% | $4,876-44.6% |
| Participant deferral / active EE | $7,696 | $5,316+44.8% | $4,482+71.7% | $5,439+41.5% |
| Admin fee / account holder | $918 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |