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 3-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 | $307,055 | $108,919+181.9% | $100,391+205.9% | $145,922+110.4% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 13.45% | 57.88%-44.4pp | 49.20%-35.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,461 | $4,419-44.3% | $3,942-37.6% | $4,660-47.2% |
| Participant deferral / active EE | $10,842 | $8,445+28.4% | $8,082+34.2% | $6,688+62.1% |
| Admin fee / account holder | $35,400 | $9,689+265.4% | $7,899+348.2% | $13,397+164.2% |