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 | $277,480 | $99,877+177.8% | $84,966+226.6% | $145,922+90.2% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.6pp |
| Annual return | 14.51% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,372 | $3,231-26.6% | $2,727-13.0% | $4,660-49.1% |
| Participant deferral / active EE | $7,803 | $5,291+47.5% | $4,519+72.7% | $6,688+16.7% |
| Admin fee / account holder | $98,428 | $7,248+1258.0% | $6,149+1500.8% | $13,397+634.7% |