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 3-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 | $366,161 | $93,571+291.3% | $135,903+169.4% | $75,163+387.2% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 67.2%+11.0pp |
| Annual return | 57.23% | 30.90%+26.3pp | 68.23%-11.0pp | 160.62%-103.4pp |
| Employer contribution / active EE | $1,611 | $3,537-54.4% | $4,856-66.8% | $2,670-39.7% |
| Participant deferral / active EE | $17,526 | $6,404+173.7% | $7,758+125.9% | $4,125+324.9% |
| Admin fee / account holder | $12,701 | $6,975+82.1% | $10,762+18.0% | $5,651+124.8% |