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 | $253,665 | $93,571+171.1% | $135,903+86.7% | $75,163+237.5% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 64.12% | 30.90%+33.2pp | 68.23%-4.1pp | 160.62%-96.5pp |
| Employer contribution / active EE | $1,035 | $3,537-70.7% | $4,856-78.7% | $2,670-61.2% |
| Participant deferral / active EE | $9,909 | $6,404+54.7% | $7,758+27.7% | $4,125+140.2% |
| Admin fee / account holder | $2,653 | $6,975-62.0% | $10,762-75.3% | $5,651-53.1% |