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 | $331,143 | $102,317+223.6% | $146,958+125.3% | $80,856+309.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,807 | $3,713+29.5% | $4,933-2.6% | $2,755+74.5% |
| Participant deferral / active EE | $12,066 | $6,644+81.6% | $8,070+49.5% | $4,296+180.9% |
| Admin fee / account holder | $7,001 | $7,941-11.8% | $12,998-46.1% | $6,918+1.2% |