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 | $285,262 | $91,552+211.6% | $133,956+113.0% | $79,858+257.2% |
| Participation rate | 83.1% | 73.3%+9.8pp | 79.8%+3.3pp | 69.6%+13.5pp |
| Annual return | 23.82% | 61.85%-38.0pp | 45.09%-21.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3,863 | $2,384+62.1% | $3,919-1.4% | $2,471+56.3% |
| Participant deferral / active EE | $7,463 | $3,733+99.9% | $5,048+47.8% | $3,740+99.5% |
| Admin fee / account holder | $35,588 | $6,321+463.0% | $8,927+298.6% | $5,306+570.7% |