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 | $291,561 | $100,041+191.4% | $149,718+94.7% | $70,131+315.7% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 17.61% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,394 | $3,662-7.3% | $5,445-37.7% | $2,342+44.9% |
| Participant deferral / active EE | $9,772 | $4,983+96.1% | $6,569+48.8% | $3,332+193.3% |
| Admin fee / account holder | $316 | $8,286-96.2% | $11,283-97.2% | $4,645-93.2% |