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 | $269,162 | $111,814+140.7% | $103,374+160.4% | $145,959+84.4% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 18.06% | 24.77%-6.7pp | 24.89%-6.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $3,220 | $4,214-23.6% | $3,869-16.8% | $4,661-30.9% |
| Participant deferral / active EE | $10,184 | $5,618+81.3% | $5,058+101.3% | $6,689+52.3% |
| Admin fee / account holder | $12,160 | $9,754+24.7% | $8,394+44.9% | $13,398-9.2% |