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 | $337,119 | $104,974+221.1% | $95,585+252.7% | $142,382+136.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 12.06% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,250 | $2,779+124.9% | $2,527+147.4% | $4,299+45.4% |
| Participant deferral / active EE | $1,138 | $4,352-73.9% | $4,023-71.7% | $6,507-82.5% |
| Admin fee / account holder | $771 | $6,386-87.9% | $6,127-87.4% | $12,624-93.9% |