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 | $269,266 | $63,346+325.1% | $92,233+191.9% | $70,131+283.9% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 18.52% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,825 | $2,471+14.3% | $3,679-23.2% | $2,342+20.6% |
| Participant deferral / active EE | $7,795 | $2,854+173.2% | $3,897+100.1% | $3,332+134.0% |
| Admin fee / account holder | $5,125 | $3,840+33.5% | $5,194-1.3% | $4,645+10.3% |