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 | $365,246 | $105,998+244.6% | $92,233+296.0% | $147,584+147.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.56% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,150 | $4,333-50.4% | $3,679-41.6% | $4,876-55.9% |
| Participant deferral / active EE | $8,452 | $4,478+88.8% | $3,897+116.9% | $5,439+55.4% |
| Admin fee / account holder | $5,705 | $6,332-9.9% | $5,194+9.8% | $10,885-47.6% |