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 | $334,832 | $89,355+274.7% | $141,162+137.2% | $72,985+358.8% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 24.52% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,767 | $3,114+21.0% | $4,735-20.4% | $2,440+54.4% |
| Participant deferral / active EE | $10,002 | $5,418+84.6% | $6,709+49.1% | $3,607+177.3% |
| Admin fee / account holder | $37,255 | $5,958+525.3% | $10,261+263.1% | $5,124+627.0% |