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 | $422,098 | $124,319+239.5% | $111,297+279.3% | $167,490+152.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 12.17% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $8,113 | $3,435+136.2% | $2,731+197.1% | $4,837+67.7% |
| Participant deferral / active EE | $14,975 | $5,180+189.1% | $4,487+233.7% | $6,341+136.1% |
| Admin fee / account holder | $141,084 | $10,618+1228.7% | $7,964+1671.6% | $12,309+1046.2% |