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 | $269,355 | $105,998+154.1% | $92,233+192.0% | $147,584+82.5% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 12.26% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,952 | $4,333-31.9% | $3,679-19.8% | $4,876-39.5% |
| Participant deferral / active EE | $5,915 | $4,478+32.1% | $3,897+51.8% | $5,439+8.8% |
| Admin fee / account holder | $29,146 | $6,332+360.3% | $5,194+461.2% | $10,885+167.8% |