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 | $380,154 | $127,777+197.5% | $106,548+256.8% | $167,490+127.0% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 19.31% | 33.87%-14.6pp | 26.80%-7.5pp | 478.56%-459.2pp |
| Employer contribution / active EE | $626 | $3,427-81.7% | $2,819-77.8% | $4,837-87.1% |
| Participant deferral / active EE | $5,919 | $5,087+16.3% | $4,398+34.6% | $6,341-6.7% |
| Admin fee / account holder | $1,707 | $11,228-84.8% | $7,407-77.0% | $12,309-86.1% |