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 | $264,001 | $127,777+106.6% | $106,548+147.8% | $167,490+57.6% |
| Participation rate | 82.4% | 78.3%+4.1pp | 76.1%+6.2pp | 82.1%+0.2pp |
| Annual return | 22.42% | 33.87%-11.5pp | 26.80%-4.4pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,323 | $3,427-61.4% | $2,819-53.1% | $4,837-72.6% |
| Participant deferral / active EE | $3,914 | $5,087-23.1% | $4,398-11.0% | $6,341-38.3% |
| Admin fee / account holder | $17,607 | $11,228+56.8% | $7,407+137.7% | $12,309+43.0% |