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 | $352,222 | $115,770+204.2% | $101,248+247.9% | $158,922+121.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 10.70% | 56.14%-45.4pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,606 | $4,175-37.6% | $3,660-28.8% | $4,761-45.3% |
| Participant deferral / active EE | $6,331 | $4,957+27.7% | $4,370+44.9% | $5,982+5.8% |
| Admin fee / account holder | $51,371 | $7,245+609.1% | $5,945+764.0% | $11,246+356.8% |