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 | $412,034 | $99,877+312.5% | $84,966+384.9% | $145,922+182.4% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.6pp |
| Annual return | 15.34% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,800 | $3,231-44.3% | $2,727-34.0% | $4,660-61.4% |
| Participant deferral / active EE | $9,726 | $5,291+83.8% | $4,519+115.2% | $6,688+45.4% |
| Admin fee / account holder | $874 | $7,248-87.9% | $6,149-85.8% | $13,397-93.5% |