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 | $288,859 | $162,781+77.5% | $133,956+115.6% | $158,922+81.8% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 22.29% | 41.94%-19.7pp | 45.09%-22.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,083 | $4,975-58.1% | $3,919-46.8% | $4,761-56.2% |
| Participant deferral / active EE | $6,475 | $5,911+9.5% | $5,048+28.3% | $5,982+8.2% |
| Admin fee / account holder | $303 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |