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 | $282,504 | $102,317+176.1% | $146,958+92.2% | $80,856+249.4% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.55% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,485 | $3,713-6.1% | $4,933-29.4% | $2,755+26.5% |
| Participant deferral / active EE | $10,983 | $6,644+65.3% | $8,070+36.1% | $4,296+155.7% |
| Admin fee / account holder | $18,743 | $7,941+136.0% | $12,998+44.2% | $6,918+170.9% |