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 | $426,033 | $103,376+312.1% | $87,100+389.1% | $152,861+178.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 22.04% | 28.10%-6.1pp | 28.19%-6.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,467 | $3,220+131.9% | $2,521+196.2% | $4,762+56.8% |
| Participant deferral / active EE | $14,614 | $4,778+205.9% | $4,049+261.0% | $5,850+149.8% |
| Admin fee / account holder | $317 | $12,205-97.4% | $7,497-95.8% | $11,596-97.3% |