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 8-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 | $314,306 | $114,381+174.8% | $107,525+192.3% | $142,382+120.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,386 | $4,015-40.6% | $3,754-36.4% | $4,299-44.5% |
| Participant deferral / active EE | $11,860 | $5,564+113.1% | $5,116+131.8% | $6,507+82.3% |
| Admin fee / account holder | $5,265 | $9,860-46.6% | $8,919-41.0% | $12,624-58.3% |