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 | $309,201 | $103,376+199.1% | $87,100+255.0% | $152,861+102.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 19.43% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,932 | $3,220-9.0% | $2,521+16.3% | $4,762-38.4% |
| Participant deferral / active EE | $6,801 | $4,778+42.3% | $4,049+68.0% | $5,850+16.3% |
| Admin fee / account holder | $80,198 | $12,205+557.1% | $7,497+969.8% | $11,596+591.6% |