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 | $261,176 | $111,724+133.8% | $93,606+179.0% | $145,922+79.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.48% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,834 | $3,090-8.3% | $2,420+17.1% | $4,660-39.2% |
| Participant deferral / active EE | $13,025 | $4,912+165.2% | $4,411+195.3% | $6,688+94.8% |
| Admin fee / account holder | $1,497 | $10,250-85.4% | $8,285-81.9% | $13,397-88.8% |