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 | $289,423 | $115,770+150.0% | $101,248+185.9% | $158,922+82.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 17.41% | 56.14%-38.7pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,417 | $4,175-42.1% | $3,660-34.0% | $4,761-49.2% |
| Participant deferral / active EE | $12,677 | $4,957+155.7% | $4,370+190.1% | $5,982+111.9% |
| Admin fee / account holder | $899 | $7,245-87.6% | $5,945-84.9% | $11,246-92.0% |