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 | $334,353 | $105,181+217.9% | $159,436+109.7% | $85,850+289.5% |
| Participation rate | 73.2% | 75.8%-2.5pp | 82.8%-9.6pp | 69.3%+3.9pp |
| Annual return | 14.54% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,205 | $3,318-33.6% | $4,829-54.3% | $2,565-14.0% |
| Participant deferral / active EE | $7,730 | $5,945+30.0% | $7,352+5.1% | $3,952+95.6% |
| Admin fee / account holder | $19,824 | $6,933+185.9% | $10,799+83.6% | $6,260+216.7% |