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 | $300,083 | $112,881+165.8% | $90,951+229.9% | $158,922+88.8% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 24.45% | 215.79%-191.3pp | 134.60%-110.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,794 | $2,893-38.0% | $2,122-15.5% | $4,761-62.3% |
| Participant deferral / active EE | $1,991 | $4,128-51.8% | $3,373-41.0% | $5,982-66.7% |
| Admin fee / account holder | $14,905 | $8,041+85.4% | $5,959+150.1% | $11,246+32.5% |