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 | $374,575 | $118,849+215.2% | $96,562+287.9% | $167,490+123.6% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 19.18% | 50.49%-31.3pp | 37.78%-18.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,124 | $3,120-64.0% | $2,356-52.3% | $4,837-76.8% |
| Participant deferral / active EE | $5,170 | $4,616+12.0% | $3,849+34.3% | $6,341-18.5% |
| Admin fee / account holder | $11,692 | $8,065+45.0% | $6,181+89.2% | $12,309-5.0% |