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 | $397,769 | $77,145+415.6% | $108,410+266.9% | $85,850+363.3% |
| Participation rate | 72.7% | 74.7%-1.9pp | 80.1%-7.4pp | 69.3%+3.4pp |
| Annual return | 17.21% | 44.54%-27.3pp | 905.27%-888.1pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,004 | $2,379-15.8% | $3,558-43.7% | $2,565-21.9% |
| Participant deferral / active EE | $7,818 | $5,566+40.4% | $6,563+19.1% | $3,952+97.8% |
| Admin fee / account holder | $21,580 | $5,172+317.2% | $7,295+195.8% | $6,260+244.7% |