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 | $275,185 | $183,519+49.9% | $155,509+77.0% | $145,922+88.6% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 12.04% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,104 | $5,313-41.6% | $4,672-33.6% | $4,660-33.4% |
| Participant deferral / active EE | $8,903 | $6,462+37.8% | $5,626+58.2% | $6,688+33.1% |
| Admin fee / account holder | $23,554 | $19,313+22.0% | $15,912+48.0% | $13,397+75.8% |