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 | $429,594 | $118,849+261.5% | $96,562+344.9% | $167,490+156.5% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 11.64% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,659 | $3,120+17.3% | $2,356+55.3% | $4,837-24.4% |
| Participant deferral / active EE | $12,054 | $4,616+161.1% | $3,849+213.2% | $6,341+90.1% |
| Admin fee / account holder | $28,686 | $8,065+255.7% | $6,181+364.1% | $12,309+133.0% |