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 | $393,601 | $74,888+425.6% | $71,209+452.7% | $142,382+176.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 14.72% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,998 | $2,854-30.0% | $2,721-26.6% | $4,299-53.5% |
| Participant deferral / active EE | $12,055 | $4,454+170.6% | $4,175+188.7% | $6,507+85.3% |
| Admin fee / account holder | $9,550 | $5,568+71.5% | $5,349+78.5% | $12,624-24.4% |