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 | $266,540 | $58,927+352.3% | $76,817+247.0% | $72,985+265.2% |
| Participation rate | 93.3% | 67.3%+26.0pp | 72.1%+21.3pp | 69.5%+23.8pp |
| Annual return | 17.89% | 2305.64%-2287.8pp | 1166.11%-1148.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,382 | $1,787+33.3% | $2,302+3.5% | $2,440-2.4% |
| Participant deferral / active EE | $11,352 | $2,690+321.9% | $3,336+240.3% | $3,607+214.7% |
| Admin fee / account holder | $9,894 | $4,013+146.6% | $6,420+54.1% | $5,124+93.1% |