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 | $386,945 | $228,332+69.5% | $185,823+108.2% | $158,922+143.5% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 10.86% | 40.80%-29.9pp | 35.95%-25.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,385 | $4,967-52.0% | $4,087-41.6% | $4,761-49.9% |
| Participant deferral / active EE | $15,901 | $6,415+147.9% | $5,632+182.3% | $5,982+165.8% |
| Admin fee / account holder | $53,246 | $11,864+348.8% | $9,500+460.5% | $11,246+373.5% |