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 | $312,516 | $226,064+38.2% | $182,532+71.2% | $152,861+104.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 21.66% | 192.51%-170.8pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,522 | $4,978-29.3% | $4,076-13.6% | $4,762-26.0% |
| Participant deferral / active EE | $9,398 | $6,368+47.6% | $5,524+70.1% | $5,850+60.7% |
| Admin fee / account holder | $19,799 | $10,703+85.0% | $8,592+130.4% | $11,596+70.7% |