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 | $271,493 | $102,604+164.6% | $86,188+215.0% | $139,434+94.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 20.43% | 1922.51%-1902.1pp | 1168.45%-1148.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,185 | $3,032-28.0% | $2,380-8.2% | $4,751-54.0% |
| Participant deferral / active EE | $4,583 | $4,676-2.0% | $3,985+15.0% | $6,710-31.7% |
| Admin fee / account holder | $925 | $8,657-89.3% | $6,852-86.5% | $11,403-91.9% |