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 | $262,502 | $104,475+151.3% | $159,436+64.6% | $79,386+230.7% |
| Participation rate | 93.5% | 76.6%+16.9pp | 82.8%+10.7pp | 70.7%+22.8pp |
| Annual return | 111.09% | 67.95%+43.1pp | 263.57%-152.5pp | 116.85%-5.8pp |
| Employer contribution / active EE | $1,187 | $3,417-65.3% | $4,829-75.4% | $2,427-51.1% |
| Participant deferral / active EE | $9,201 | $6,467+42.3% | $7,352+25.1% | $4,046+127.4% |
| Admin fee / account holder | $23,257 | $711+3170.4% | $10,799+115.4% | $626+3612.7% |