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 | $329,679 | $90,348+264.9% | $75,972+333.9% | $145,922+125.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 17.63% | 620.88%-603.3pp | 359.55%-341.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,756 | $3,311-47.0% | $2,685-34.6% | $4,660-62.3% |
| Participant deferral / active EE | $11,882 | $5,162+130.2% | $4,255+179.2% | $6,688+77.7% |
| Admin fee / account holder | $402 | $8,467-95.3% | $6,467-93.8% | $13,397-97.0% |