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 | $447,771 | $137,414+225.9% | $189,513+136.3% | $85,850+421.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 87.8%-0.3pp | 69.3%+18.2pp |
| Annual return | 15.80% | 38.14%-22.3pp | 555.15%-539.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,675 | $4,344-61.4% | $6,162-72.8% | $2,565-34.7% |
| Participant deferral / active EE | $9,096 | $6,260+45.3% | $8,221+10.6% | $3,952+130.2% |
| Admin fee / account holder | $1,842 | $8,630-78.7% | $12,045-84.7% | $6,260-70.6% |