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 | $274,652 | $124,319+120.9% | $111,297+146.8% | $167,490+64.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 10.13% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $722 | $3,435-79.0% | $2,731-73.6% | $4,837-85.1% |
| Participant deferral / active EE | $7,067 | $5,180+36.4% | $4,487+57.5% | $6,341+11.5% |
| Admin fee / account holder | $46,239 | $10,618+335.5% | $7,964+480.6% | $12,309+275.7% |