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 | $303,237 | $102,317+196.4% | $146,958+106.3% | $80,856+275.0% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 12.47% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,487 | $3,713+155.5% | $4,933+92.3% | $2,755+244.4% |
| Participant deferral / active EE | $4,376 | $6,644-34.1% | $8,070-45.8% | $4,296+1.9% |
| Admin fee / account holder | $308 | $7,941-96.1% | $12,998-97.6% | $6,918-95.6% |