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 | $349,040 | $157,256+122.0% | $141,162+147.3% | $152,861+128.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 23.54% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,725 | $5,261+8.8% | $4,735+20.9% | $4,762+20.2% |
| Participant deferral / active EE | $15,499 | $7,109+118.0% | $6,709+131.0% | $5,850+164.9% |
| Admin fee / account holder | $25,435 | $12,120+109.9% | $10,261+147.9% | $11,596+119.3% |