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 | $284,125 | $105,181+170.1% | $159,436+78.2% | $85,850+231.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 18.24% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,218 | $3,318-63.3% | $4,829-74.8% | $2,565-52.5% |
| Participant deferral / active EE | $4,553 | $5,945-23.4% | $7,352-38.1% | $3,952+15.2% |
| Admin fee / account holder | $13,133 | $6,933+89.4% | $10,799+21.6% | $6,260+109.8% |