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 | $280,492 | $91,552+206.4% | $133,956+109.4% | $79,858+251.2% |
| Participation rate | 91.9% | 73.3%+18.5pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | 22.07% | 61.85%-39.8pp | 45.09%-23.0pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,312 | $2,384-45.0% | $3,919-66.5% | $2,471-46.9% |
| Participant deferral / active EE | $7,838 | $3,733+109.9% | $5,048+55.3% | $3,740+109.6% |
| Admin fee / account holder | $58,642 | $6,321+827.8% | $8,927+556.9% | $5,306+1005.1% |