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 | $380,741 | $228,332+66.7% | $185,823+104.9% | $158,922+139.6% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 15.68% | 40.80%-25.1pp | 35.95%-20.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,881 | $4,967-42.0% | $4,087-29.5% | $4,761-39.5% |
| Participant deferral / active EE | $8,856 | $6,415+38.1% | $5,632+57.2% | $5,982+48.0% |
| Admin fee / account holder | $25,384 | $11,864+114.0% | $9,500+167.2% | $11,246+125.7% |