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 | $277,802 | $105,998+162.1% | $92,233+201.2% | $147,584+88.2% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 11.96% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,581 | $4,333-40.4% | $3,679-29.9% | $4,876-47.1% |
| Participant deferral / active EE | $3,341 | $4,478-25.4% | $3,897-14.2% | $5,439-38.6% |
| Admin fee / account holder | $5,710 | $6,332-9.8% | $5,194+9.9% | $10,885-47.5% |