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 | $417,416 | $157,256+165.4% | $141,162+195.7% | $152,861+173.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 16.90% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,011 | $5,261-23.8% | $4,735-15.3% | $4,762-15.8% |
| Participant deferral / active EE | $10,215 | $7,109+43.7% | $6,709+52.3% | $5,850+74.6% |
| Admin fee / account holder | $67,177 | $12,120+454.3% | $10,261+554.7% | $11,596+479.3% |