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 | $342,662 | $154,117+122.3% | $129,995+163.6% | $139,434+145.8% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 15.67% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $28,865 | $5,289+445.8% | $4,320+568.2% | $4,751+507.6% |
| Participant deferral / active EE | $14,674 | $6,710+118.7% | $5,820+152.1% | $6,710+118.7% |
| Admin fee / account holder | $16,292 | $14,007+16.3% | $10,614+53.5% | $11,403+42.9% |