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 | $1,313,656 | $133,958+880.6% | $112,228+1070.5% | $134,475+876.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -7.02% | 47.11%-54.1pp | 27.45%-34.5pp | 417.96%-425.0pp |
| Employer contribution / active EE | $6,475 | $4,038+60.4% | $3,635+78.1% | $4,740+36.6% |
| Participant deferral / active EE | $20,343 | $5,291+284.5% | $4,728+330.3% | $6,400+217.9% |
| Admin fee / account holder | $714 | $7,489-90.5% | $6,410-88.9% | $11,426-93.7% |