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 | $312,097 | $117,859+164.8% | $102,438+204.7% | $145,959+113.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 16.11% | 31.72%-15.6pp | 29.37%-13.3pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,502 | $3,615-30.8% | $3,024-17.2% | $4,661-46.3% |
| Participant deferral / active EE | $11,287 | $5,732+96.9% | $5,054+123.3% | $6,689+68.8% |
| Admin fee / account holder | $1,844 | $13,318-86.2% | $9,448-80.5% | $13,398-86.2% |