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 | $251,763 | $102,317+146.1% | $146,958+71.3% | $80,856+211.4% |
| Participation rate | 77.0% | 75.8%+1.2pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 14.23% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,728 | $3,713-26.5% | $4,933-44.7% | $2,755-1.0% |
| Participant deferral / active EE | $8,882 | $6,644+33.7% | $8,070+10.1% | $4,296+106.8% |
| Admin fee / account holder | $9,446 | $7,941+18.9% | $12,998-27.3% | $6,918+36.5% |